As a financial advisor, your role commonly extends into areas of your client’s lives beyond financial returns, especially among high-net-worth families. You may find yourself serving as a voice on legacy and the future. You might also field questions about the...
The Great Wealth Transfer: A Window of Opportunity There’s a major shift happening in the world of wealth. The Great Wealth Transfer will soon put wives, mothers, sisters, and daughters in control of more resources than ever before. By 2030,...
