RIAs Must Confront the Emotional Side of Letting Go of Their Business

Clarfeld wealth management news

Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it difficult to quantify the emotional connection an adviser can have to his or her firm, which she said plays a large part in delaying succession planning.

SOURCE: http://www.investmentnews.com/article/20170628/FREE/170629918/rias-must-confront-the-emotional-side-of-letting-go-of-their-business