Return-to-office mandates are reshaping workplace dynamics, but top performers are often exempt. Here's what that means for wealth management firms navigating hybrid work policies.
It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. A survey of 1,009 people in January 2024, commissioned by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth [READ MORE]
It feels like the term AI, or Artificial Intelligence, is EVERYWHERE these days. Those who feel apprehensive about adopting more tech into their daily systems: we see you; we hear you, and your feelings matter…but change is happening, and it’s time to get comfy in the transition. The question is, are we ready [READ MORE]
Anyone with a smartphone and access to Google can invest their money, and they do…poorly. The hard lesson learned by new independent investors is that investing in the expertise of an RIA (Registered Investment Advisor) is a worthwhile investment. Hybrid firms are on the rise in 2024, and we need to talk about [READ MORE]
The phenomenon dubbed "The Great Wealth Transfer" is set to redefine the landscape of Wealth Management and estate planning. The baby boomer generation, which has seen remarkable economic growth and amassed considerable wealth, is now entering an age of transition. They're set to transfer an enormous ~ $84 trillion to younger generations by [READ MORE]
