7 Shortfalls in Advisors' Own Retirement Planning

By John Manganaro

Slideshow June 25, 2025 at 01:57 PM

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Effective succession plans for the owners of financial advisor businesses tackle a long list of challenges that directly affect three distinct but interdependent groups of stakeholders — the business creators, the next generation of leadership and their shared clients.

experts agree</u></a>, but the industry is known for investing too little time and effort on the succession question. The aging business-owner population, if follows, is rushing toward retirement with no clear off-ramp, while potential successors often believe that their needs aren’t being met.</p>" data-v-31a70f38>new succession planning report published by Kestra Financial</u></a>.</p>" data-v-31a70f38>

John Manganaro

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