Updated Saturday, April 19, 2014 as of 1:06 PM ET
Practice - Succession Planning
Passing the Baton to Next-Gen Advisors
Monday, April 1, 2013

The industry is struggling with generational transition and transformation. I recently heard Mark Tibergien, CEO of Pershing Advisor Solutions, speak about the issue to a bunch of advisors who are shifting their practices to the next generation - and his remarks gave me an interesting way to frame the issue.

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