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Summary: The inability of financial advisers to look beyond the baby boom generation to younger clients and colleagues could be hampering the growth potential of the financial planning industry.
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Summary:It’s an annual ritual for our firm: We gather the team together and take a long, hard look at what transpired over the previous 12 months. Working together, we examine deals both large and small, dissect the headlines, hearsay and study the players—all resulting in an annual report that we make available to professionals in the wealth management industry.
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Summary: Money management apps have grown in popularity with the surge of the tech generation — those who grew up and feel most comfortable with technology. Just over 40% of people in their 20s have downloaded these types of apps. Combined with the finding that 80% of millennials don’t invest in the stock market, according to a 2016 Harris poll, this should force investment advisors to understand the new global order of investing, and see how technology can help them grow their firms.
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Summary:
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Summary: Teaming up with other advisers or practitioners — like attorneys, estate planners and accountants — offers compelling benefits to financial advisers, in the form of broader specialization, attraction and retention of more clients.
