Financial advisors ignore succession planning at their own peril
Financial advisors ignore succession planning at their own peril as the aging industry rumbles toward retirement.
Source: investmentnews.com
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Former TD Ameritrade Exec Scott Leak Lands at FP Transitions
RIA consulting firm FP Transitions has tapped Scott Leak, who was let go from Schwab in the wake of its integration of TD Ameritrade, as a senior consultant.
Source: wealthmanagement.com