Most advisors lack a succession plan
By
The IJ Staff
|
May 19, 2021, 3:18 p.m.
Only 11 per cent have a formalized plan, according to a study released by Investment Planning Counsel.
This article is reserved to PRO Level subscribers
Discover the PRO Level
Already subscribed? Sign in >
Advertisement
The most popular in Investment
Make your business shine with Visibility360!
Get a PDF version to share in your networks.
I'm interestedHeadlines
Advertisement
Related topics …