Study: Most advisers' firms have never had a formal evaluation

02/23/2012 | InvestmentNews (free registration)

About three-fourths of advisers say they have never had their firm's value formally reviewed by a third party, according to early findings of an IN Adviser Solutions study on advisers' succession planning. "The majority of advisory firms are still being operated as practices, rather than being managed as actual businesses," says Kelli Cruz of IN Adviser Solutions.

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