 A [registered investment adviser] without its principal is perhaps the most rapidly depreciating asset that I've ever seen. It's highly perishable."Brian Hamburger, president, MarketCounsel |
Advisers' deaths without transition plans force custodians into action
Mark Schoeff Jr. | InvestmentNews, August 2015
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Summary: When investment advisers who are sole proprietors die unexpectedly without a continuity plan in place, the firms where they house client assets react rapidly.
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