What boomer advisers should do when their successors get impatient
Don't be surprised if young advisers move on to a new opportunity when they are not given a chance to spread their wings.
A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic eruption, however.
The oldest boomers are 70. Whether c
Learn more about reprints and licensing for this article.