| Autor: |
GALLAGHER, PATRICK |
| Předmět: |
FINANCIAL planners, HELGESEN, Michael J., FINANCIAL planning, BROWN, Douglas A., ESTATE planning, RICH people, YOUNG adults, MANAGEMENT, ECONOMICS, ECONOMIC history
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| Zdroj: |
Westchester County Business Journal. 10/24/2011, Vol. 47 Issue 43, p22-22. 1/2p. |
| Abstrakt: |
The article focuses on the future of financial advisers. According to Michael J. Helgesen, president of Sound Financial Services Inc., advisers seen an increase in demand for their services and they are providing more than asset management. Douglas A. Brown, a principal at Brody Wilkinson P.C. states that people in the top income level focus at their estate plan because they are much affected by tax laws. Helgesen adds that most younger people take estate planning to plan for their family. |
| Databáze: |
Regional Business News |
| Externí odkaz: |
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