'Clear' generational divide between older and younger advisers

A Wealthtime research report published today (4 September) explored the topic of succession planning for advice firm owners and whether the current adviser business model meets the needs of future advisers.  The report explored various topics from support for preparing the next cohort of advice business owners to vertical integration (VI), as well as the cultural differences between adviser generations and the implications for future service expectations. The adviser generational divide The focus groups revealed that firm owners see a clear generational divide between themselves and...