Commentary, News, Insight

Last month, we introduced the Adviser Next10 Initiative by Palladiem, a collaborative effort designed to bring together practitioners and advisers to contribute ideas and discuss the key issues or topics that are poised to impact financial advisers over the next decade.

We kicked off the initiative asking for your feedback on the Department of Labor’s Fiduciary Rule. This month’s topic discusses how advisers should prepare for the estimated $30 Trillion wealth transfer from Baby Boomers to younger generations.