Should You Fast-Forward to a 'NextGen' Adviser?

If your grandfather’s financial adviser doesn’t feel like a good fit, it might be time to go shopping.

(Image credit: chinaface)

Our brains are wired to be attracted to all things new, and in the field of financial advice what’s new is the “NextGen" adviser. Just who is this mysterious NextGen adviser? Is it a good idea for everyone to hire one right now?

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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William Rassman, CFP®
Vice President - Wealth Adviser, Centric Capital Advisors

William Rassman is a Certified Financial Planner™ and Vice President – Wealth Adviser for the independent investment and insurance firm Centric Capital Advisors. He began his career in NYC at Smith Barney in 2008.