The Alliance for Registered Investment Advisors (aRIA) Releases Case Study On The Succession Planning Crisis Facing The Advisory Community
aRIA member Ron Carson Outlines Key issues for Implementing Comprehensive and Transparent PlansOmaha, NE – January 28th, 2014 -- · Carson believes advisors have a fiduciary responsibility to detail a comprehensive succession plan · Case study offers detailed 15-point checklist for advisors to complete to get started · Carson believes that regulatory bodies need to compel advisors to have detailed, actionable succession plans in place The Alliance for Registered Investment Advisors (aRIA), a think-tank comprised of six elite RIA firms that collectively manage more than $20