Page 3 - Mark Contey News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Share this article Share this article CHICAGO, May 4, 2021 /PRNewswire/ -- LaSalle St., a family of independent wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today announced the launch of its comprehensive Medicare support offering for financial advisors. The new offering – part of LaSalle St's robust HealthConnect platform for client health insurance needs – provides a comprehensive suite of educational and support resources that empower advisors to effectively guide clients through the complexities of Medicare coverage...

Succession Planning Goes In-House A new crop of programs at IBDs helps advisors find successors—keeping their clients, and assets, close to home. The wealth management industry has long had a succession problem. Few advisors plan for their own retirement, and even fewer have a road map to step away from the business in a way that both monetizes the practice and provides continuity to their clients. Even worse is the lack of a plan in case of an advisors’ sudden death or impairment—the dreaded “hit by a bus” scenario. A 2018 study by the Financial Planning Association and Jan...