Helping advisers help themselves in succession planning

My colleagues and I at the Financial Services Institute are privileged every day to see the impact our members have on the regulatory and legislative process when they come together to work toward a common goal. This ability to make a difference is not limited to the policy arena, though. When the FSI community turns its combined focus and energy toward tackling common challenges within the industry, it is extraordinarily effective at driving a deeper understanding of the key issues that affect advisers across the country, and in developing and communicating strategies to help the industry adapt and thrive in the face of such obstacles.

In the latest example of how FSI and our community of highly-engaged members are working in concert to foster a better understanding of a key challenge in our industry — specifically, the issue of succession planning — and to identify potential solutions, look no further than our upcoming Financial Advisor Summit, scheduled for Sept. 28 through 30 in Washington, D.C.

Read more from FSI’s President  & CEO, Dale Brown, in this InvestmentNews article.


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