 The more progressive advisors get it,” said Oros, that “you need to attract younger people who will be clients for a long time.”."Bob Oroos, EVP- Head of Sales and Relationship Management, Fidelity Investments. |
What Do Young Near-Millionaires Need? Advice. What Don't They Have? Advisors.
James Green | Think Advisor, January 2014
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Summary: A survey by Fidelity Institutional Wealth Services goes some distance in providing the answers regarding next generation of millionaires and what the opportunities are for advisors who structure their offerings to attract them.
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