December 1, 2021
Succession Planning Marketplace Evolves
While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.
In this Plan Adviser article that covers the challenges facing investment consultants and next generation advisers, Plan Adviser casts a light on new platforms providing solutions to address these problems that assists in providing a solution for succession-oriented advisers seeking to "have control as they expand or exit their business".
