Jan 23, 2024

InvestmentNews: You owe your clients a succession plan

finance professional working at a computer

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.

Read the full article at InvestmentNews.