C2P

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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