Tim Gerend

Tim Gerend
Displaying 3 results
An unexpected place to find life’s fulfillment: Talking to an advisor
NEWS OPINION OCT 24, 2023
An unexpected place to find life’s fulfillment: Talking to an advisor

People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.

5 ways for financial advisors to further their careers in 2023
NEWS OPINION FEB 07, 2023
5 ways for financial advisors to further their careers in 2023

Set aside time to take stock and focus your sights on what you want to achieve in the months ahead.

High-net-worth investors are itching to change advisers
NEWS OPINION JUL 26, 2021
High-net-worth investors are itching to change advisers

Twenty percent of high-net-worth clients say they're likely to switch their primary financial adviser this year, according to a Northwestern Mutual survey.