Across the industry, it's increasingly common to see family members form advisor teams. The benefits are clear, perhaps most so for parents and their adult children who take pride in keeping the practice within the family. But experts and advisors already in those types of partnerships warn that making them a success takes just as much work as any other advisor partnership.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access