The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they have on Amazon with the customized advice they get from their therapist, we have a lot of growing to do in the industry to meet these demands. Innovation is the key and technology is just a piece of the puzzle.
RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.
Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”
...
Written by: Andrew Lisa | Roughly 1 in 2 Americans retire between the ages of 61 and 65, and nearly 1 in 5 retire before that. Most Americans also now take Social Security before their full retirement age, which varies by year of birth. Not only are people retiring earlier, but they're also living longer — much longer — and there's mounting evidence to suggest that early retirement often doesn't translate into just a few extra years of golf, fishing, and margaritas on the beach. From your health and happiness to, of course, financial realities, consider the risks of calling it quits too soon.
...
