DALLAS - Succession planning, regulatory and technological issues will be the main focus for Raymond James Financial Services over the next year, according to the unit's president, Scott Curtis.
Approximately 60% of the firm's 3,240 advisors, half of whom are over 50, have a succession plan in place, Curtis said during his opening address at Raymond James Financial Services annual national conference on Monday, but there are too many [advisors] who dont. He urged advisors to work with the companys Practice Planning and Acquisitions Group, headed by Patrick Jincks. Its the prudent thing to do, Curtis said.
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