 First-generation immigrants get most of their information from community networks.”Anna Cabral, senior advisor and lead communications principal for external relations at the Inter-American Development Bank" |
How to connect with the fastest-growing client demographic
Carl O'Donnell | InvestmentNews, January 2014
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Summary: Financial advisers seeking to build relationships with the fastest growing demographic in America just need to reach out and connect with it. The Hispanic community has a significant unmet need for financial advisory services, has been historically underserved by advisers — thanks to a handful of common misconceptions — and would be very receptive to financial advice if only advisers reached out, according to a study by Prudential Financial Inc.
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