2017: Top Trends in Wealth Management

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Death and taxes are certain But, even so, changes occur and strategies must change too, We live longer and regulatory and other changes have impact. Including: Department of Labor’s Fiduciary Rule Succession Planning Technology Robo-Advisors More


Alan K

Folsom, California, United States

Alan has an MBA in Business from Xavier University in Cincinnati, Ohio, and a BA in Economics from the University of Pittsburgh. He learned his writing craft while a Senior Analyst for a pharmaceutical competitive analysis firm in a Chicago suburb. He did both primary and secondary research and had to put what he discovered into plain English for executives and sales people so they quickly understood what the competition was planning. With more than a decade of freelance Internet ghostwriting, he has learned SEO and other content writing skills through online seminars, editors, articles, and books. When possible, Alan takes breaks with Jake, his Australian Cattle dog. They walk the nature preserve surrounding his Folsom home where Jake tries to learn the calls of the hundreds of waterfowl surrounding his home all year long. After many months of practice, his attempts have failed. Jake update: A fascination with squirrels and trying to climb trees - alas no success as of yet.

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