Succession planning vital as more financial advisors retire

Greg Large, president of Lenox Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why succession planning is so important in the wake of the massive retirement wave of financial advisors.
  • Oct 06, 2026

Greg Large, president of Lenox Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why succession planning is so important in the wake of the massive retirement wave of financial advisors.

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