Although some financial advisors turned toward transactional models during the downturn of the economy and loss of business, the majority are moving toward a fee-based business for their clients. Investors are still reeling from their losses and still unsure about what the future holds. Advisors need to find more options for their clients to get [...]
Firms Lacking New Talent for Retiring Financial Advisors
August 27, 2010 By 1 Comment
The Baby Boomer investors aren’t the only ones looking to retire within the next few years. Unfortunately, their financial advisors are also Baby Boomers and looking to retire. Where does that leave the next generation and beyond? Veteran advisors are having difficulty finding new talent to help takeover their book of business once they retire. [...]
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