Fee Only, Portfolio Management and White Paper

Dystopian Predictions (That Never Come True)

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?

Wealth Management

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Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc.

Insurance

Insurance Retirement Financial Advisor License

Financial Advisor Source

Dystopian Predictions (That Never Come True)

Should you die and go to hell before selling an annuity?

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