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Young Generations at Risk: Increased Tax Burdens
New data shows that younger generations face a higher tax burden than the generations before them. In addition, they anticipate having to fund a higher proportion of their retirement with personal savings, as few will have pensions or inheritances to fall back on. They will need help from highly trained Real Wealth Managers who understand their fiscal plight and are willing to build long term relationships.
Managing Financial Controls: Professional Advice Includes Digital Risk Management
Like many industries today, the bookkeeping, tax filing and financial services are undergoing a major transformation. A key issue that’s emerging: the control of private financial data and after-tax results in a digital world. Highly-trained specialists, can bring big value as financial intermediaries and risk managers for their clients who are concerned about control of their financial records.
10 Reasons to Prioritize Succession Planning
Family businesses are facing the most explosive challenge in a generation. A new book by Jenifer Bartman and Evelyn Jacks addresses the challenge head on, and explains how advisors and their clients who are business leaders can defuse this potential time bomb: late succession planning. Advisors can also shore up their professional skills by studying the problem in depth in a new certificate course from Knowledge Bureau.
