Summary: Handing over your life’s work is a process at once emotionally taxing and strategically complex. For advisers running their own RIAs, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
 Whether the succession is internal or external, strategic or not, “we have to think about the clients. "What’s best for them may not necessarily be consistent with the absolute best transaction for us.”Michael Nathanson, chairman, CEO and president, The Colony Group |
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