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Weekend Reading For Financial Planners (November 14–15)

By Adam Van Deusen · Kitces.com ·

Image: Kitces.com

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey by DeVoe & Company finds that while an increasing number of RIAs say they have a succession plan being implemented or fully in place, a distinct minority of firms said they aren't…

Summary as published by Kitces.com
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