 Succession planning is the number one topic members ask us to create programs around. Some have decided their practice will die with them, but many others want to ensure continuity.”Karen Barr, CEO, Investment Adviser Association |
How the Advisor Age Gap Plays Out
Chris Hall | Financial Advisor IQ, March 2017
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Summary: In recent years concerns have been aired about the steadily rising average age of the financial advisor community and implications for the quality and quantity of advice available to existing and future clients
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