Nick Subich Featured in Forbes

Robo-Advisors and artificial intelligence may not be the biggest threat to the wealth management business but aging advisors with inadequate succession plans may very well be. According to J.D. Power, the average age of financial advisors is 56, with some 20% of the workforce indicating that they are five years or less away from retirement. As many older advisors draw nearer to leaving the workforce, succession planning is top of mind as teams try to ensure clients will be left in good hands. Luckily, the advisors honored on the Forbes/SHOOK Top Next-Gen Advisors list are all excelling in the industry. Born in 1984 or later, they manage nearly $2.5 trillion in cumulative assets. Below you will find the top next-gen advisors from each state in the country.

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