article thumbnail

Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

article thumbnail

The 15 Best Financial Advisor Websites

FMG

Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. This makes the process of learning about and communicating with the firm simple. The second you open the website you know that they mean business and have the expertise to provide you with professional service.