Welcome to Voyant's article roundup, where we curate some of the best stories we didn't write.
CNBC published an article about how families can prepare their children for their inheritance. Are your clients talking to their children about a potential windfall?
Money.com wrote an interesting (and detailed) article about how to find a trusted financial professional amidst the new push of regulations in the US. The article highlights how some websites meant to guide US consumers toward a reputable financial planner are actually misleading.
InvestmentNews published a piece about how in this day of fast-paced information, it’s important to concentrate on what your clients really care about.
