 “The wirehouses have been reacting to competitive pressure from the independent RIA and broker-dealer space, and with the aging of the adviser population, they've really stepped up with new programs."Corey Kupfer, Partner, Hamburger Law Firm. |
Wirehouses sweeten succession deals for retiring advisers
Mason Braswell | InvestmentNews, March 2014
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Summary: As competition for the assets of retiring advisers heats up, the wirehouse firms have been updating their succession programs for aging advisers. This year, the big four are knocking the dust off old succession programs and revamping them with new names, higher payouts and lower barriers to entry.
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