US EditionSenior RIAs Must Share Clients to Attract Next-Gen Advisors
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Senior RIAs Must Share Clients to Attract Next-Gen Advisors
By Alex Ortolani in Wealth Managment, featuring JC Abusaid, CEO/President For the RIA industry to shed the “eat what you kill” label by the next generation, they must “break resistance” to passing on clients, according to panelists speaking at Wealth Management EDGE. Registered investment advisor president and CEO JC Abusaid told an audience of advisors at this year’s Wealth Management EDGE that it took several years for his firm’s senior team…
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