(Lowell Pratt, President of Burney Advisor Services) Few of my parent’s generation invested in stocks. Most worked for companies that provided pensions and socked their savings away in banks. During my generation pensions were replaced by 401(k) plans and overnight, regular people had to become effective investors. As expected, many failed and now those “thrown into the deep end” souls are retiring with inadequate resources. The purpose of this book is to address that.
Read the whole thing here.
January 22, 2023
More Articles
Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton
The launch marks a significant milestone in Envestnet's mission to broaden seamless advisor access to alternative investments. These new models integrate semi-liquid and liquid strategies, enabling seamless allocation to alternatives with point-and-click simplicity.
DataDasher and Orion Announce Strategic Collaboration to Deliver a Next-Generation AI Workflow for Financial Advisors
With the Orion integration, those efficiencies are now enriched by real-time portfolio intelligence, making DataDasher's insights more relevant, actionable and timely.