From Think Advisor
2 visitors like this article | Viewed 3644 times | 0 comment
Summary: Advisors know that millennial clients are where the market growth is. But the biggest growth market of all may be one often overlooked by RIAs: millennials with high earnings but who are not yet wealthy.
From IRIS
1 visitor like this article | Viewed 4022 times | 0 comment
Summary: Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your attention and ability to adapt to their preferences and expectations are crucial.
From Financial Planning
1 visitor like this article | Viewed 4009 times | 0 comment
Summary: When Victoria Collins started her transition into retirement a half-dozen years ago, she wasn’t overly concerned about getting equity out of the firm she helped found in 1990. Indeed, she still owns a 5.6% stake in First Foundation, the wealth management company’s publicly traded parent.
From Financial Advisor IQ
1 visitor like this article | Viewed 3736 times | 0 comment
Summary: Advisors will spend lots of time this year figuring out how to adapt to new technology and to potential changes in regulations, according to executives at major custodians and tech vendors.
From Financial Advisor Magazine
1 visitor like this article | Viewed 4014 times | 0 comment
Summary: Straightforward and accessible, Beverly D. Flaxington’s new book, The Pocket Guide to Sales for Financial Advisors is a concise exploration of how to improve sales and increase referrals.
