Many Baby Boomer Advisors Have No Retirement Game Plan
Baby boomer advisors— the largest generation and one that manages a third of all client assets— is nearing retirement, but many are still unsure of their own succession plan. Advisors 55 years or older account for more than 39 percent of all advisors and manage 36.9 percent of all client assets, according to a report by Cerulli Associates titled U.S. Advisor…
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