25% Of Advisors Near Retirement Lack A Succession Plan, Cerulli Says

June 22, 2022 by Jennifer Lea Reed

Over the next decade, more than a third of financial advisors are expected to retire and these advisors control more than $10 trillion in assets, or 40% of the entire industry. Yet one in four of these advisors has no idea what their succession plan will be, a new study found.

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Originally Posted at Financial Advisor on June 13, 2022 by Jennifer Lea Reed.