Canter, David
April 2013
Investment Advisor;Apr2012, Vol. 33 Issue 4, p42
The article offers information related to succession planning of an investment advisor. It explores the three considerable core tracks that are adapted by advisors for their succession planning. It informs that some advisor choose internal transition track, that is a succession to a family member or internal staff member others desire to continue work and some sells their business and quits completely.


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