Coming Together

Diamond, Mindy
January 2014
REP.;Jan2014, Vol. 38 Issue 1, p17
The article reports on a new survey which found that 40 percent of financial advisors who plan to transition their practice lack a succession plan. It is said that advisors should be prepared for obstacles to succession by teaming with other advisors. Advisor teams have expanded in scope and service to keep pace with an increasingly wealthier clients' base.


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