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Summary: Fidelity Investments’ “Couples Retirement Study” finds that approximately four in 10 working couples (38%) disagree about the lifestyle they expect to lead in retirement. In addition, the study shows more than half (51%) of couples admit to arguing either frequently or occasionally about money, with 38% of those couples never resolving things in a mutually agreeable way.
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Summary: RIAs are feeling good and looking to grow, according to a report released at the end of January by TD Ameritrade. The Advisor Index Study found advisors are more optimistic about the economy than they have been in the past five years.
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Summary: Despite recognizing that wooing younger clients is vital to the longevity of their businesses, most advisers aren't making any effort to do so. Six in 10 advisory firms don't have any strategy in place to court younger clients, according to a recent survey conducted by TD Ameritrade Institutional.
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Summary: The financial crisis has had an enormous impact on millennials’ attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors, a new survey by UBS Investor Watch finds.
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Summary: For many Millennials (people ages 21 to 36), their experience with the markets has been volatility and crashes; they’ve also dealt with job security issues. That would explain whey they tend to me more conservative investors. According to the latest UBS Investor Watch report, Millennials are also more likely to describe themselves as conservative, similar to the WWII generation.
