 For firms that focus on the middle market, their clients are most in need of this expertise."Mary Lesko, Long Life Matters. |
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Cynthia Stephens | Think Advisor, April 2014
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Summary: This is a period of uncertainty for fee-based independent financial advisors. On the one hand, ‘robo advisors’ are seeing some success in attracting assets with their consumer friendly interfaces, readily accessible data and low-cost approach. On the other hand, aging Baby Boomers are increasingly turning to advisors for long-term care (LTC) planning and elder care information, advice that requires specialized expertise.
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