Is Diversity the Key to the Succession Plan Challenge? Reviewed by Momizat on . Some wealth management firms are finding that solutions to two of the industry’s big stumbling blocks—succession planning and diversity—may be intertwined.  Ind Some wealth management firms are finding that solutions to two of the industry’s big stumbling blocks—succession planning and diversity—may be intertwined.  Ind Rating: 0
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Is Diversity the Key to the Succession Plan Challenge?

Posted date: July 02, 2018 In: QuickPress

Some wealth management firms are finding that solutions to two of the industry’s big stumbling blocks—succession planning and diversity—may be intertwined.  Indeed, a link between the two emerged when firms began to diversify their advisor staffs, according to executives.

To read the full article in FinancialPlanning, click: Is Diversity the Key to the Succession Plan Challenge?

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