Are advisers really compensated to act in their client’s best interest or are they in conflict with the best interest of the client’s? Do we really incent the behavior that we seek? If Boomers are seeking competent and trusted advisers that will act according to their best interest, are we giving them the proof that we can do that?

Much as been written about the vast amount of wealth that has begun to transfer from one generation to another over the next 15 years. It has been estimated that approximately $14 trillion in assets involving over 70 million households will begin to migrate over the next decade and beyond.