 We want a plan in place that can transcend our senior planners’ duration and create incentives for the next generation to join and stay."David Demming, founder, Demming Financial Services. |
Mid-Market Boomers Struggle to Find Successors
Tamika Cody | Financial Advisor IQ, March 2016
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Summary: In the next 10 years nearly 70,000 advisors will retire, yet a 2015 State Street Global Advisors report contends that two-thirds of advisors who own their own firms have no succession plan in place
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