Excerpt from Fidelity Investment's report on the coming wave of wealth value advice. Many investors today are seeking different types of relationships with their financial advisors. No group epitomizes this more than Generations X and Y, the “coming wave of wealth,” who generally seek advice relationships that go beyond investment management. They seek relationships that [...]
Excerpt from "Millennials & Money" part of Accenture's New Face of Wealth Management Series Wealth managers are next up to feel the Millennial headwind. Born 1982 through 1995, this group is entering the investment scene in earnest. The good news is: This scenario brings opportunity for investment firms who can master the hybrid advice mix. [...]
Excerpt from article by Liz Fritz Chief Marketing Officer at F2 Strategy Consulting originally published in Forbes Engage with the new Gen C (Generation Connected). Engagement is particularly important in the digital age. It’s not just millennials that are plugged in. You’ll be hard-pressed to find a client who doesn’t have a smartphone. Technology may seem like a [...]