FAs Rethink Contingency, Emergency Succession Plans Amid Pandemic
“I think for a lot of advisors, thinking about succession, things were so good for so many years and so easy that I think they kept sort of kicking the can and pushing it off till down the road,” says Stuart Silverman, president of Kestra Financial’s Bluespring Wealth business.
Financial Advisor IQ, April 22, 2020
