TITLE

EXERCISE for SUCCESSFUL SUCCESSION PLANNING

AUTHOR(S)
Canter, David
PUB. DATE
April 2013
SOURCE
Investment Advisor;Apr2012, Vol. 33 Issue 4, p42
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
86433793

 

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