Next Gen Successors: You're Not as Stuck as You Think You Are
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless.
Source: wealthmanagement.com
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Recruiter cites rumblings from Merrill advisers about Project Thunder
The common theme in Merrill advisers' comments is that despite Project Thunder, leadership is still disconnected from their real concerns.
Source: investmentnews.com
Merrill's Retire-in-Place Contracts Leave Advisors Stuck
Merrill’s Retire-in-Place Contracts Leave Senior Advisors in Golden Handcuffs Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are—serving as a cautionary tale for others nearing retirement. As a recruiter, I’m invested in assuring advisors that they are never stuck because in a greatly expanded industry landscape with transition deals at high watermarks, it is more likely than ever before for someone to find a potentially better home for his business. Yet there is one group of advisors that may truly be “stuck”—those ...
Source: wealthmanagement.com