The Future of Financial Advisors | TIGER 21 Chair Featured on Bloomberg


Jennifer Shraim

Published On

October 16, 2023

Published In

Investments, News

A recent survey showed that about a third of US investors use a financial planner, and that number jumps to 70% for those with more than $1 million in investable assets. What does the future for financial planners look like amid current interest rates? D.C. TIGER 21 Chair and hospitality industry entrepreneur Cal Simmons offers his thoughts in a recent Bloomberg article by Claire Ballentine and Suzanne Woolley – read it here.

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