47 percent of industry assets are managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years are solo practitioners. This means a relatively steady stream of advisors will enter retirement each year. Download this white paper to learn about succession planning, including:

• How succession planning is fueling opportunities for growth
• The business succession & transition landscape
• Key characteristics of transitions for independent vs. employee advisors
• Successfully navigating the sale/acquisition of an independent practice
• 5 key aspects of selling/acquiring an independent advisory practice

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