Joe McQuaid
Editor At Large at New Hampshire Union Leader
grandpa, newsman, former golfer.
Articles
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1 week ago |
financial-planning.com | Joe McQuaid
RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are nearing retirement. But as the continues to tip the scales from baby boomers to heirs, most advisory firms will need to prioritize client-facing technology that attracts, fosters and retains strong relationships with younger generations — and I wouldn't recommend waiting until most dollars make their way to Gen X, to get started.
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Jul 14, 2023 |
wealthmanagement.com | Joe McQuaid
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