Poor planning: Many older advisers still lack a succession plan
Adviser Ted Feight thought he had the perfect succession plan in place until his son decided to leave his firm to start his own advisory practice.
Adviser Ted Feight thought he had the perfect succession plan in place until his son decided to leave his firm to start his own advisory practice.
Now, three years later, the 63-year-old adviser still hasn't identified the right person to take over his practice. Luckily, Mr. Feight, president of Cr
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