Advisor Confidence Index (ACI)

Succession Planning: RIAs Need a Well-planned Exit Strategy

RIAs are adjusting their professional practices in many ways to deal with the tough economy. And while succession planning should be an essential part of this retooling, it’s something advisors tend to overlook.

Our research reveals that the seasoning of the advisor population has been a notable trend in the advisory industry in recent years. Investment advisory practices are established and experienced—about half of financial advisors

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