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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> succession strategy

FAs face succession planning challenges

Posted by RJ and Makay on Nov 15, 2011

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Succession planningA TD Ameritrade survey of 502 Registered Investment Advisors (RIAs) has found that only 40% of respondents said that they have a finished succession plan in place.  A 2010 survey last year showed a similar percentage.  This year, 22% said that they are developing a plan, up from 4% last year.  50% of survey recipients said they would like to retire within 15 years.