 “The challenge we continually face is the continued concern that we're not putting the client's interests first. The trend of going to a fiduciary relationship is overwhelming; it's clear that clients want it.”
Brand Meyer, head of the independent brokerage group, Wells Fargo Advisors.
|
Millennials: Young and poor now, but your mainstay clients someday
Darla Mercado | InvestmentNews, April 2014
Read the article online >
Summary: If you want to stay relevant as an adviser in the future, then it's time to start ramping up your offerings to better serve tech-savvy Millennial clients. Such was the theme at a panel discussion Thursday at the Securities Industry and Financial Markets Association's Private Client Conference in New York. The panel covered the latest factors that advisers need to take into consideration when weighing their service offerings in the future.
Be the first to comment on this Article
