FROM THE APRIL 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Feature Story)
Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure when you are gone? Matt Lynch offers insights and advice.
This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.
Advisors' Enduring Struggle
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., April 2017