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Dynasty CEO: IPO still on the radar, $100B by July

Dynasty CEO: IPO still on the radar, $100B by July
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Wealth and well-being: Financial planners linked to improved mental health, family life

Wealth and well-being: Financial planners linked to improved mental health, family life
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Young Investors Are Waiting for Major Life Milestones to Seek Advisors

High-net-worth investors under the age of 45 are waiting until major life events such as buying a home to seek help from a financial advisor, and are more likely to find advisors on social media, according to a Dynasty Connect survey.

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Most wealthy people hire the first financial advisor they meet; even advisors say that s a bad idea

Most wealthy people hire the first financial advisor they meet; even advisors say that s a bad idea
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How Many Financial Advisors Do Wealthy Investors Meet Before Hiring One? You May Be Surprised

You'd think before they hand a large sum of money over to a financial advisor, wealthy investors would check out and interview a number of candidates to handle their life savings. However, a new study shows you'd be wrong. Consider working with a financial advisor for expert advice on managing assets and creating or updating a […] The post How Many Financial Advisors Do Wealthy Investors Meet Before Hiring One? You May Be Surprised appeared first on SmartReads by SmartAsset.

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