Trendspotting
Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it's 40%
Reported by Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
More Than Half of Plan Advisers Expect to Use AI
Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.
Rookie Financial Advisers Are in Short Supply
High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.