The founder of Veritable, the country’s third-largest RIA, says his firm’s new partnership with wealth management giant Affiliated Managers Group is part of a broader effort to build a business that can last for generations.
Think of it as solving the eternal succession-planning problem, only at the corporate level. “That’s what we all want,” says Veritable founder Michael Stolper, 56. “This will only be successful if Veritable can go beyond my career and beyond the careers of all the senior people here.”
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