CEO Rick Frisbie Featured in US News and World Report

Will Millennials be Ready for the Great Wealth Transfer? Our CEO Rick Frisbie contributed to this US News and World Report article on what he is calling “the biggest liquidity event of their lives”.

For some millennials this wealth transfer could come in the range of six or seven figures and many are not prepared. As a Gen X or Gen Y, many are just starting to open their eyes to financial planning and long term savings. This could be the first time they reach out to the professionals for financial advice and will certainly be looking to technology to help them out. Rick contributes, “by handling, in an automated fashion, the rebalancing requirements of the advisor’s clients to make sure their accounts adhere to asset allocation and income-generating goals.”

To read the entire article for US News and World Report, click here.

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