Jan 23, 2024
InvestmentNews: You owe your clients a succession plan
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Even with all the headlines about mergers and acquisitions in the advisory space, most advisors still do not sell or join with a larger firm, they slow down and retire in place. In “You owe your clients a succession plan,” his January 17th, 2024, practice management column for InvestmentNews, Allworth co-founder Scott Hanson reminds advisors of their fiduciary duty to clients and presents the case for selling or partnering as the most flexible and equitable scenario for everyone involved.