Succession Planning for Advisors: Why It Matters More Than Ever
The average advisor is in their mid-50s, and a third will retire within a decade. Succession planning protects clients, preserves value, and secures your legacy.
Advisor Headcount Trends: Who’s Growing and Who’s Shrinking
The advisor population is shifting. Wirehouses are shrinking, RIAs are surging, and independents continue to gain ground. Here’s what the numbers show.