Updated Monday, July 28, 2014 as of 4:32 PM ET
Practice - Succession Planning
Mentoring Tips for Veteran Advisors
Federer Performance Management Group
Wednesday, March 26, 2014
Partner Insights

The wealth management industry is experiencing a human capital crisis. On the one hand you have a graying population of financial advisors; the average age of today's advisor is in the low-to-mid fifties. On the other hand, a majority of them do not have a succession plan.

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