Massive wealth transfer poses risk for unprepared advisors
Advisors should be engaging now with their clients’ adult children who will be inheriting their parents’ financial asset
Financial Horizons takes next step to advisor succession planning
Financial Horizons Group is opening up its digital succession platform, FindBob, to all of its advisors, the company has
Unlocking succession for advisors
If there was ever a market needing disruption, it’s possible the buy-sell “market” for advisory practices might be it.
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