Is this the era of specialization for financial planners? Some 56.4% of advisers now specialize in certain client niches, such as retirees or pre-retirees or small business owners, according to a survey from CEG Worldwide. Planners say this percentage will only grow over time.
“It’s absolutely inevitable that the industry heads in this direction,” says Chad Hamilton, vice president of practice management at Mariner Wealth Advisors in Denver. His firm focuses on small business owners, corporate executives and pre-retirees.
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