 The challenge is the aging of our nation’s wealth and the advisors that serve them. The Baby Boomer generation is currently experiencing the greatest wealth transfer in the nation’s history."aRIA: Alliance for Registered Investment Advisors |
Summary: Business-planning challenges such as succession planning, gaining scale and maintaining growth may not be acute today; however, if advisors choose not to plan for their future, they may fall into the land of unintended consequences, including degradation of firm value, limited growth, an aging client base and limited choices/control about the future of their business.
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