Succession planning challenges facing today's advisors

Ownership and transition of ownership is one of six trends* that will impact the future of independent advice for the next 10 to 20 years. As rep-advisors' practices become valued into the millions, ownership considerations loom large.
DEC 23, 2012
Ownership and transition of ownership is one of six trends* that will impact the future of independent advice for the next 10 to 20 years. As rep-advisors’ practices become valued into the millions, ownership considerations loom large. How rep-advisors resolve these continuity planning and ownership issues will be key differentiators determining winners and losers for the future. This white paper from Cambridge Investment Research addresses many of the key questions and issues surrounding succession for advisers.

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