Cerrulli Associates

Why you need a succession strategy

By Staff Writer | May 28, 2008

Cerrulli Associates estimates that more than 56 percent of broker/dealer affiliated advisors are over 50, and the average age is 52. With 40 percent of...
Drive results through internal succession

By Matt Matrisian | February 1, 2008

Today, independent advisors manage trillions of dollars in client assets and generate billions of dollars in annual revenues. Now imagine an environment where 80 percent...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.