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Author: Cliff Walsh, CFA

Roth IRA for Children: Asset Retention Strategy

Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.

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The SPAC Phenomenon

A SPAC is a shell company established by investors to raise money through an IPO with the goal of acquiring another company. Investors buying into a SPAC IPO generally do not know what acquisition the SPAC will make, which is why SPACs are often referred to as “blank check” companies.

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Financial Illiteracy: When Will We Learn?

Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.

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The Future State of Asset Management

Are your clients’ portfolios positioned for the profound changes that are likely to affect every investment they own, as well as the very foundation of our financial system?  Two secular trends have been identified that will reshape the asset management industry and require financial advisors to future-proof their clients’ investments.

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