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Survey finds dangerous disconnect between G1 and G2
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Survey finds dangerous disconnect between G1 and G2
Financial advisors’ succession planning often goes awry as good intentions are undermined by misalignment between firm owners and successors, a new study has found. Owners and their designated successors frequently have a vision of opportunity but operate with different assumptions and unclear expectations, according to the industry survey by wealth management firm Kestra Holdings. While first-generation leaders (G1s) are often confident about t…
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