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Summary: Like many financial advisers in the Southeastern United States this week, Jennifer and Phil Calandra closed the doors to their Atlanta-based advisory firm on Wednesday and Thursday and operated from their home.The Storm provided a chance for many firm like theirs to live test their emergency preparations.
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Summary: Get your happy on. Generation X may be more prepared for retirement than you've been hearing.Then again, maybe not. Late in 2013, Wells Fargo released its annual Middle Class Retirement Study. Included in the findings was the news that "middle-class Americans in their 30s seem to have the most realistic overall outlook for retirement."
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Summary: Generation X is like a surfer poised to catch a giant wave of income and inheritance. But they're hanging 10 without any professional help — and that's where advisers have an opportunity to leap aboard and keep them from wiping out.
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Summary: While many financial advisors would prefer to have someone within their practice take over upon retirement, not enough are prepared for the internal succession planning process, Kelli Cruz, the founder of Cruz Consulting Group told advisors here during a presentation on Monday at IMCA's Consultants Conference.
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Summary: To prepare a valuable succession plan that will take their firm into the future, advisors have to begin at the beginning and build a business instead of a practice, according to Charles Farrell and Fred Taylor of Northstar Investment Advisors. Regardless of an advisor’s exit strategy, it won’t work if he can’t detach himself from the firm.
