Our succession planning crisis
A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans.
We’re all familiar with the proverb, “The cobbler’s children have no shoes.” For many financial advisers, though, it’s not their children who lack proper planning, but the advisers themselves.
A 2018 study by the Financial Planning Association and Janus Henderson showed 73% of financia
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