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...
