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Focus Financial Launches Succession Planning Solution

Tuesday, November 13, 2012 5:01:00 AM PDT | VentureDeal

   New York, New York  --  Focus Financial Partners has announced the launch of a new succession planning system for the financial service industry.

Called Succession Solution, the system is designed for small and medium-sized independent registered investment advisor firms and enables them to continue providing quality service to clients after an advisor has retired.

Focus says that less than 40% of registered investment advisors have a formal succession plan in place.

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