CFA Society New York - Private Wealth Managers, Succession Plans: Handing Off the Baton
A CFA Society New York Event
Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice or firm.
Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable insights on both aspects.