ria
Mitchell "Mitch" Fenimore
In PWD coverage since September 23, 2026 · 1 story
PWD coverage
exit
The successor is a buyer, and the terms are missing
Edward Jones and Morning Consult found that 86% of junior advisors want to inherit a retiring founder's practice, while only 38% of senior advisors anticipating a transition within five years have named a successor—a gap that reads as a documentation failure and prices like an offer left unwritten.