Succession plan? What succession plan?
About 75% of Fidelity RIAs have no program in place for handing over their firms.
Most advisers don't have a succession plan. But they can take the first step toward creating one by developing an emergency backup plan in case of death or disability, said officials at Fidelity Institutional Wealth Services.
“We're getting calls from Fidelity clients, whose advisers passed away
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