InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years episode artwork

EPISODE · Jan 26, 2024 · 44 MIN

InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years

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This episode was published on January 26, 2024.

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For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American...

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