Financial Advisors - Closing in on Retirement

12 September 2014
Comments 0
12 September 2014, Comments 0

The average age of financial advisors is 50, and 43% are over 55. Advisors who are currently over 60 are controlling $2.3 trillion in client assets. Sadly, according to investment, 70% of the advisors with less than 10 years until retirement do not have an adequate succession plan in place. A growing number advisors need a defined exit strategy, but are short on options. If you have an aging financial advisor, it is up to you to do this succession planning for your portfolio and accounts. Have a plan for you and your money before your financial advisor does!

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