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BLOGS. October 15, 2019

Succession or Sell: When Wealth Managers Reach a Fork in the Road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age. As are many of the pioneering advisors and firm founders who defined the industry. Today, they are looking at a vastly different landscape and weighing their options—merge, sell, or leave their firms in the hands of groomed successors.

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