Expert: Demand for adviser services will climb as boomers retire

04/10/2013 | National Underwriter Life & Health

Financial advisers will see their business opportunities surge over the next two decades as retiring baby boomers seek guidance in managing their investable assets, said Charles Roame of Tiburon Strategic Advisors. "The boomers who retire over the next 20 years are going to roll over their 401(k)s, downsize their houses and sell their small businesses. The result will be a mass movement of money from retirement plan assets, personal assets and other illiquid assets to investable assets," Roame said.

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