Handing over one's life's work is a process at once emotionally taxing and strategically complex.
For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access