Thought Leadership

TD Ameritrade Institutional Advisor Index Survey

Added on October 2011 in Thought Leadership

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Summary: According to a survey conducted by TD Ameritrade Institutional, more independent registered investment advisors (RIAs) are making the move to develop a formal succession plan and most say they will identify an internal successor.  According to the quarterly survey of 502 RIAs, 62 percent of advisors say they have or are in the process of developing a succession plan, up from just 43 percent in2010.