Boomers Choosing To Work Exclusively With Fee-Only Advisors
Windy City Wealth Management saw a notable uptick during the third quarter in Baby Boomers leaving their current advisor in search of fee-only advisory relationships. Omaha, Nebraska (PRWEB) October 06, 2011 According to Windy City Wealth Management, a fee-only financial advisory firm, Baby Boomers are leaving their traditional brokerage relationships in search of objectivity and transparency. It’s no secret that Baby Boomers planning for retirement face unprecedented challenges. With market volatility at an all time high and interest rates at an all time low, retirement planning is no
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