Estimated reading time: 0 minutes, 15 seconds

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.

Read the full article from InsuranceNetNews.

Read 1484 times
Rate this item
(0 votes)

Visit other PMG Sites:

Template Settings

Color

For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue

Body

Background Color
Text Color

Header

Background Color

Footer

Select menu
Google Font
Body Font-size
Body Font-family
Direction
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline