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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
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Succession Planning for Financial Advisors and Wealth Management Firms

Succession Planning for Financial Advisors and Wealth Management Firms

by Vance Barse | Dec 1, 2021 | InvestmentNews, M&A, News, Succession Planning

A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans. “How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and...

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Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.

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