Transitioning Your Practice the Way You Want

Taking Control: Exploring Independence

Covers_0526224With 47 percent of industry assets managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years being solo practitioners, a relatively steady stream of advisors will enter retirement each year.

In Transitioning Your Practice the Way You Want, the final white paper in the four-part series from Cerulli Associates, you'll learn how independence affiliation models expand an advisor’s range of succession planning options, while creating opportunities for next-gen advisors looking to grow their practice through mergers and acquisitions.

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