Brokerages scramble to prepare succession plans

04/25/2012 | Financial Advisor online

At SIFMA's recent Private Client Conference, a six-person panel discussed succession planning at brokerages, which are facing an aging base of brokers. The brokerages are trying to figure out how to ensure that they retain the business of their older brokers. The panelists offered suggestions for developing successful succession plans. Check out highlights from the SIFMA Private Client Conference.

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