The future of wealth management, already emerging, is much more diverse in which women’s wealth grows faster than men’s and newer generations of investors are more educated, economically empowered and technologically savvier.
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The Rise of UMAs Advisors in the RIA channel have a greater share of client assets (47 percent) in...
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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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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 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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