When it comes to managing generational wealth, your advisory practice is probably the last place your clients’ children would consider for managing the money they inherit from their parents. It may be tough to hear, but it’s true. A newer generation of investors is gravitating toward platforms like Robinhood or one of the many available robo-advisor services.
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The vast majority of timeshare buyers live to regret it. Broad dissatisfaction with timeshares has many individuals looking for ways to get out of their contractual obligations. Here are five strategies financial advisors can recommend to clients who are looking to exit their timeshares.
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CEOs are increasingly speaking up on the important and contentious issues of the day, responding to a redefinition of a CEO’s responsibility to address social issues.
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Since the pandemic began, prognosticators have been predicting the permanent changes that COVID-19 would likely bring to all aspects of our lives. While some predictions will be proved wrong, there is no question that, in the words of the great Bob Dylan, “the times they are a-changin’.”
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The coronavirus pandemic is changing our world in two broad ways: by accelerating trends that were already under way and by igniting entirely new and unexpected changes. But what will the world be like post-COVID-19?
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