Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
Value of inheritances may be diminished.
Last year, 14 states had a population made up of more than 15% retirees. Vermont, Maine and Florida had the highest proportion.