Women Not Happy With Their Financial Advisors

Women and financial advisors

Most will agree that the financial services industry is a male-dominated world. So it is no surprise that women are less than happy with their current advisors. When a husband and wife walk into the office to meet with their financial advisor, it used to be a general assumption that the final say on all [...]

Baby Boomers Looking for Younger Financial Advisors

Baby boomer financial advisors are looking for younger advisors to mold and eventually have them take over their book of business. They are finding that younger advisors are scarce compared to how many baby boomers there are these days. The industry is having a difficult time trying to recruit younger advisors to make up for [...]