Today — and every day through the beginning of 2030 — 10,000 Baby Boomers will turn 65, marking one of the biggest demographic shifts our country has ever seen. There’s a lot to say about this market: they’re forward-thinking, Web-savvy and feel significantly younger than they actually are. Spanning two full decades, they’re also very hard to label. Boomers in their mid-forties have different needs and concerns than those who have just reached retirement age. Below, you’ll find more on the specific needs of each segment of this market.
Legacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
Nuveen is among the biggest investors in high-yield muni bonds; closed-end fund prospectus registered Thursday with the SEC.
The Sunshine State nets $17.2 billion from inbound moves vs. outbound.
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A full-service solution that helps you improve your process and client relationships sounds great, but you must be able to determine what will best help your firm grow.
Sponsored by Smarsh
New communication tools can open up your firm to risk and prohibition is not prevention. Learn five key practices you should implement now.
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