CFA Society New York are hosting their ‘Private Wealth Managers, Succession Plans: Handing Off the Baton’ event this October 17th. Wealth management structural trends and age demographics have aimed the spotlight at the lack of succession planning in the industry. It seems that more often than not, succession planning means focusing on the value of the business rather than the continuity of it. This CFA event aims to provide actionable and fundamental insights on both sides of the discussion.
