CPA Wealth Provider, the magazine for CPAs who are now in, or want to enter, the financial planning world is in its fifth year and as each issue goes by, the call for financial planning gets even louder. Now, according to a new report from Spectrem Perspective, a strategic consulting firm that specializes in the retirement markets, what are called "Barely Boomers" requires advisors with a broad range of skills.
Barely Boomer? That's the group who at ages 40 to 45 now represents the youngest of the Baby Boomer generation and according to the "experts" in the field, has even more sophisticated financial needs than their older siblings.
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