Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.
We expect to see more M&A activity from larger institutions that have remained on the sidelines so far. Existing RIAs will need to consider the implications.
Don’t have a succession plan? This report validates their importance for financial security and client continuity, and offers solutions and practical suggestions for developing one.
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