Many advisers neglect to plan for their succession

07/18/2013 | Financial-Planning.com · Financial Advisor online

A survey indicates that 11% of financial advisers have outlined a succession plan for their firm's leadership. "The industry is stuck in the mud when it comes to succession planning," says Brian Heapps, chairman of Signator Investors, which conducted the survey.

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Financial-Planning.com · Financial Advisor online

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