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2020 Pushed Many Advisors to Plan Their Own Retirement COVID-19, economic uncertainty and political change–along with high firm valuations are pushing more advisors to take their own retirement from the industry seriously.
Gary Schwartz knew he had to get serious about making plans to retire from the financial firms he had started in 1997. About two years ago, he went so far as to hire a consultant to get a valuation for the businesses, Madison Advisory Services, an advisory firm with close to $400 million in assets, and Madison Planning Group, which sells insurance and mutual funds. But, as often happens, long-term planning took a back burner to the day-to-day demands of running the businesses, and he went no further with the process.