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Favorite succession plan of RIAs remains the same: none at all

The biggest impediment to planning is finding a successor

Monday, June 7, 2010 – 5:23 AM by Brooke Southall
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David DeVoe: The numbers have slowly crept up in terms of advisors that have these plans in place but we still see situations where folks don’t.

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See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe




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