ON THE MOVE-Ohio-based Cirrus wealth firm spins off of Rehmann

 In Interview Coverage

Elizabeth Dilts of Reuters quotes Joe Heider, president of Cirrus Wealth Management, in a piece about his plans to grow his newly formed firm by acquiring the business of older, successful advisors who are planning for retirement. Succession planning is a hot trend in the wealth management industry where the average financial advisor is in his or her late 50s.

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