Your Financial Adviser Wants to Retire, Too

As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what you should do about it.

Senior financial adviser working with a couple who are clients
(Image credit: Getty Images)

When you hire a financial adviser, it’s common to work with someone your own age. So when you’re ready to retire, your adviser might be, too—right when you need the person most.

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David Rodeck
Contributing Writer, Kiplinger's Retirement Report