More advisers working on succession plans, survey finds

11/14/2011 | InvestmentNews (free registration)

The percentage of registered investment advisers with a succession plan was about 40% this year, the same as last year, according to a TD Ameritrade Holding survey. But this year, 22% of those surveyed said they were working on a succession plan, up from the 4% who said that in 2010. For some RIAs who are thinking about transitioning out of their business, finding the right successor can be a challenge. Discover the resources available to you from the AICPA on succession planning.

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