Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.» Read More
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Advisors focused on Gen X and Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthy Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.