How financial advisers can retire well — instead of ‘dying at their desk’


Lack of succession planning is reaching crisis levels


TAG Advisory Services's Insight
Read the most recent article by TAG president, Bill McCance, on the irony of advisors not heeding their own advice when it comes to planning for their own retirement. Many independent financial advisers have no apparent path to transition their business, hurting not only themselves but also, potentially, their clients. Thankfully, there are options.
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