TITLE

Next-Gen Planning

AUTHOR(S)
Lisanti, Joseph
PUB. DATE
January 2014
SOURCE
Financial Planning;Jan2014, Vol. 44 Issue 1, p61
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses how investment advisors can effectively establish relationships with offsprings of their clients. It acknowledges significant role of advisors in guiding these children on proper management of family assets. It describes how clients' children would benefit from opening a brokerage account. The need for advisors to allot time for socializing with these children is also noted.
ACCESSION #
93402372

 

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