Summary: Throughout SIFMA’s Private Client Conference in New York City Thursday were discussions about the major demographic challenges confronting the financial advisory industry and about how firms are responding. The issues are the same ones that the industry has been facing for some years now, but they are becoming more critical as the populations of advisors and their clients age and American society grows more diverse.
 Sixty-five percent of the future growth of the financial advisory industry will come from the 50 largest metropolitan markets in the U.S. and Canada, and those markets tend to be very diverse. To serve them well we need a far more diverse group of financial advisors.”Jim Weddle, managing partner, Edward Jones |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?