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Wednesday April 23rd 2014

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Posts Tagged ‘financial planners’

Financial Advisors Not So Good at Planning their Own Retirement

Financial Advisors Not So Good at Planning their Own Retirement

Financial advisers continue to put off planning their own retirement even though an overwhelming majority of them are at least 50, a new survey shows. About 68% of advisers have no formal succession plan for their business, according to an SEI survey of 100 advisers released today. Of those who have a plan, about 39% said they still aren't sure [...]