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Advisors Failing to Implement Succession Plans
- Sunday, Apr 15 2018
- Practice Management
- Written by PFA News
Advisor often encourage their clients who are business owners to draft succession plans, but many advisors have failed to do the same for their own businesses. So reports InsuranceNetNews.
In a survey of 322 RIAs by TD Ameritrade, less than one-third of advisors say they have succession plans.