News

Technology News

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.

Email Page  Email Page | Print Page Print Page

Free Trial

Want unlimited access to the complete database with thousands of technology companies, VCs and transactions for only $25 per month?

Start your Free 14 Day Trial now – no obligation or credit card required.

Free 14 day trial. No Obligation. Click to Register.
Venturedeal Twitter Venturedeal Facebook Venturedeal Linkedin


PCI - Level1