RJ and Makay

http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/537321header_1.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/963038header_2.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/981787header_3.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/923473header_4.jpg

RJ & Makay Say
Most Read

RJ & Makay

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

valuation

FAs face succession planning challenges

Posted by RJ and Makay on Nov 15, 2011

>> Read More RJ & Makay Blog Posts

Succession planning A 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.