TITLE

Succession Planning on the Back Burner

PUB. DATE
September 2010
SOURCE
Journal of Financial Planning;Sep2010, Vol. 23 Issue 9, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on a survey carried out by TD AMERITRADE Institutional claiming that majority of independent registered investment advisers (RIAs) have no formal succession plan because they have no qualified candidate in mind to take over their business.
ACCESSION #
53883799

 

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