At the recent Securities Industry and Financial Markets Association (SIFMA) Private Client conference in Boston, 200 attendees, mostly senior executives, converged to talk about issues that face the indusry’s future. Two of those topics were related to a loss of faith from the common investor and the need to prepare for aging advisors without succession plans.
Read two articles written by Mike Byrnes, President of Byrnes Consulting, for more information on what was discussed:
Concerned about these issues? If so, you are not alone.
Contact Byrnes Consulting to see how we can help!