Our success is tied to the success of Individual Advisors like you.
Access our suite of case studies, whitepapers and more to learn how your peers are growing their business and supporting their clients' financial goals.
Help your clients meet their retirement goals in all of life's stages.
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
Some traditional variable annuities can drag down investment performance. Fortunately, you can exchange your legacy annuity for a low-cost, investment-only VA.
The key to tax-smart investing is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. To give his clients more control over their legacies, learn how Mr. Padilla leveraged the Stretch Payout Option available at Nationwide advisory solutions.
Addressing every phase of the Client Financial Lifecycle.
Advisor Authority 2019 Chapter 3: Millennials and Generation X | Targeting the Emerging Market of New Investors
Millennials and Generation X: Targeting the Emerging Market of New Investors