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Advisors Know Succession Planning Matters. Why Are So Few Prepared?
September 14, 2026 at 01:52 PM
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What You Need To Know
- Less than 40% of advisors planning to transition their practice in the next five years have a successor in mind, a new survey finds.
- Sixty-one percent of respondents said it is emotionally difficult to find someone they trust enough to turn their practice over to.
- Half of junior advisors said training resources would make them more likely to acquire a practice.
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