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Articles by: C2P

The Wall Street Journal: “Voices: Greg Hammer, on Offering Tax-Preparation Services”

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article

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U.S. News & World Report: “Retirement Saving Strategies for Every Age”

You can’t save for retirement in your 40s like you did in your 20s. Read Full Article

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Financial Advisor IQ: “Getting Clients Comfortable With Your Young Successor”

Of the 8,600 advisors who Cerulli tells us will retire every year through 2027, many have a younger advisor in the wings ready to take over their longtime clients. Read Full Article

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The Wall Street Journal: “Finding, Fixing Gaps in an Estate Plan”

The couple in their late 70s came to Jason L. Smith from another financial adviser. Read Full Article

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Nasdaq: “When To Pick Mutual Funds Over ETFs (And Vice Versa)”

Cheap? Check. Instant diversification? Check. Popular with novice investors? Check. Read Full Article

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