With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.Read More
Category: Industry Trends
Posted by Kimberly A. Branch, CFP® | Nov 20, 2016
The pace of change in the financial services industry has never been more rapid. Here’s our take on the three major trends that may have the biggest impact on your business over the next five to 10 years.Read More
Posted by Kimberly A. Branch, CFP® | Nov 1, 2016
As a financial advisor, your training and experience prepares you to give great financial planning and investment advice, but it may not have prepared you for the unique challenges working with an aging client may bring.
Financial literacy drops by about 1.5 percentage points every year after age 60, occurring uniformly across sex, wealth, education level and stock market experience. 1
With Baby Boomers now turning 70, the percentage of your clients over age 60 may be at its highest point in your career, and likely heading higher.