 When considering successors, make sure that they will maintain the culture that has been developed.”Ed Friedman, a director at Dynasty Financial Partners |
Summary: According to a recent InvestmentNews article, “RIAs Must Confront the Emotional Side of Letting Go of Their Business,” of the 118,000 financial advisers planning to exit the business in the next 10 years, about 61 percent have some plan in place—whether it’s succession, sale, or client reassignment.
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