 Smaller firms with only one owner face an even greater challenge in establishing a continuity and succession plan – and these firms far outnumber large multi-partner firms like our own.."John Hill CFP, founding principal and Chief Executive Officer of Pinnacle Advisory Group Inc. |
Finally a Simple Succession Planning Solution to Help Advisors Care for Loved Ones and Clients
John Hill | Pinnacle Advisor Solutiions, October 2013
Read the article online >
Summary: Much has been written lately about the aging of individuals who own RIA firms and the lack of succession planning that has been done by this group. Now sensitive to the problem, we are not only realizing how important the solution is for the future success of the firm, but also how difficult it can be not just for large firms like our own, but even more so for smaller firms with fewer options.
Be the first to comment on this Article
