How Advisors Can Help Young Clients Who Lose a Spouse

Published on September 10, 2024

A widow or widower will need compassion, support and care to best manage their financial situation.

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Only 18% of Financial Advisors' Clients Are Younger Than 50: Survey

September 10, 2024
A new survey also asked about how advisors gained (and lost) clients and their biggest client problems.      Related StoriesHigh-Income Retirement Savers Still in a Post-Pandemic Slump - EnclosureCommonwealth Partners With Legacy Capitals on HNW Advisor Training - EnclosureNew Bill Ends Tax on Social Security Benefits, but There's a Catch - Enclosure

Prospecting and Lead Generation Startup Cashmere Raises $3.6M

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The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.