Nerd's Eye View
JANUARY 8, 2024
For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0
Advisor Perspectives
MAY 25, 2023
That includes investing and, especially, other aspects of financial planning. AI’s arrival will have an increasingly large impact on our lives.
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Nationwide Financial
MARCH 6, 2023
2 By 2030, women are expected to control nearly $30 trillion in assets, “representing a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.” More than half of women are working with a financial professional in 2023, compared to 45% in 2022. trillion in annual revenues.
Advisor Perspectives
APRIL 24, 2023
Principal Financial Group ® recently released the results of an extensive survey it conducted asking advisors and employers their expectations for the future of retirement. Among the key trends it identified were an aging workforce with evolving financial planning needs.
Good Financial Cents
JANUARY 11, 2023
The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. According to the Bureau of Labor Statistics, finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030. About the Banking Industry.
Tucker Advisors
APRIL 4, 2023
“I think that the research now bears out that people’s health outcomes and longevity both increase when they work longer,” said Bridget Sullivan Mermel, CFP®, CPA, host of “The Chicago Money Show” and the YouTube channel, “Friends Talk Financial Planning.” But many older adults have never taken advantage of this opportunity.
Indigo Marketing Agency
OCTOBER 6, 2020
Over the next couple of decades, millennials will replace older generations as investors and real estate owners, so they’ll need financial advisors to guide them toward financial success. . Millennials are also projected to inherit over $68 trillion from their baby boomer parents by the year 2030. College planning for my kids.
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