Transitioning Your Practice the Way You WantTransitioning Your Practice the Way You Want
Explore succession planning options as an independent advisor.
July 19, 2022
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Sponsored by Commonwealth Financial Network
With 47 percent of industry assets managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years being solo practitioners, a relatively steady stream of advisors will enter retirement each year.
In Transitioning Your Practice the Way You Want, the final white paper in the four-part series from Cerulli Associates, you'll learn how independence affiliation models expand an advisor’s range of succession planning options, while creating opportunities for next-gen advisors looking to grow their practice through mergers and acquisitions.
Download the white paper to learn more.
