Opportunities in the Year AheadOpportunities in the Year Ahead

Over the next decade, baby boomers are expected to transfer trillions of dollars to the next generation, providing substantial opportunities for advisors to broaden client relationships.

This potential for growth, along with a more predictable market, is fueling optimism among advisors. Natalie Wolfsen, CEO of Orion, shares insight on the emerging opportunities for advisors in today’s market and the challenges that persist.