Category: Retirement

Three Ways a Merger Model Lessens the Burden for Financial Advisors
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Three Ways a Merger Model Lessens the Burden for Financial Advisors

South African independent Wealth Managers and Financial Planners are finding themselves under huge pressure, due to shrinking margins and the increased burden of compliance. Most small firms operate on very low margins, while the cost of compliance is rising and eating into their profits. Few value their own time accurately, which limits their own earning...

How Independent Financial Advisors Can Turn their Businesses into Legacies
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How Independent Financial Advisors Can Turn their Businesses into Legacies

Independent financial advisors, planners and brokers face one of their biggest challenges right at the end of their careers: how to turn their hard-won business into steady annuity income to ensure a financially stable retirement? The most common solution – selling the business as a going concern – may be the worst option.  The Challenge...

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Sandwich generation needs to take extra care with retirement planning

New pressures are making it harder than ever to plan for a financially secure retirement, but it remains critical. Understanding the problem is the first step. By Alex Cook, CEO, GCI Wealth The sandwich generation generally describes those who fall into the broad age group between 40 and 60. These individuals are at the height...