 The real sweet spot for advice providers looking to address the next generation of wealth has been overlooked.”Scott Smith,, director, Cerulli |
Check these guys out, not just boomers and millennials
InvestmentNews, December 2016
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.
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