Why Gen 2 Advisors Are a Flight Risk
Wealth Management
JULY 18, 2025
The first came in 2018, when he moved from Chicago to Colorado and worked at a husband-and-wife-run advisory that didn’t present a path to equity, partly because of the potential for control of the firm passing to the founders’ children. “One Another 29% say their next generation advisors can’t afford to buy the practice.
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