With a growing number of advisors looking to quit the business in the coming decade—and a potentially smaller pool of successors to choose from—it’s time to rethink your exit strategy.
David Armstrong, Editor-in-Chief of WealthManagement.com, will be joined by Steve Leivent, SVP & Co-General Manager of SS&C Advent, on June 10, 2021 to lead a discussion amongst financial advisors to discuss their thoughts on digital transformation.
