 The age thing is kicking in, and they realize they've built up something that has genuine value, but unless they've got someone to take it over, they will not see any of that value."Joni Youngwirth, managing principal for practice management at Commonwealth Financial Network. |
Firms work to make the most of their young advisers
Trevor Hunnicutt | InvestmentNews, December 2013
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Summary: Trend emerges of 20-something advisers taking on meaningful work sooner. Increasingly, firms are treating the traditional apprentice-type model training as more of a reciprocal relationship. And they are seeking the input of young and would-be advisers in a number of different ways.
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