Succession Planning: Avoiding the 6 Most Common Mistakes
This article was originally published on ETFTrends.com.
By Wendy Leung via Iris.xyz Avoiding these 6 most common mistakes will help protect an advisor’s business, clients and legacy Succession planning has become a hot topic, driven by an aging advisor population and the anticipated wave of retirements coming in the next decade. Planning for one’s next chapter is the best way to ensure the [...]