The Biggest Mistake Advisors Make Seeking Next-Gen Clients
by Tom Rieman on Jun 8, 2022 10:59:00 AM
Much has been made of the great wealth transfer and the opportunity for advisors to manage some of the estimated $70 trillion that will pass from boomers to the next generation over the next 20 years. There has been extensive dialogue on how the next generations differ and what adviso …
Halfway up the Mountain: The Ascent of the Wealth Management Experience
by Tom Rieman on Jun 3, 2021 7:00:30 PM
The Wealth Management industry has made great progress over the last decade. It was not long ago when pitching stocks to strangers over the phone was the norm. Now, a combination of increased expectations on the part of consumers, regulators and the industry itself have propelled weal …