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 40

Wealth Management Clients Management Numbers 40

Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. IRAs do not allow this. ABOUT THE AUTHOR.

Retirement 52

Retirement Taxes Financial Advisor Retirement Planning 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. In addition, his white papers on SPIAs and RMDs, DIAs and SPIAs and marital property considerations, and temporary life annuity contracts serve as research references for other industry contributors.

Insurance 59

Insurance Retirement Financial Advisor License 59