From Think Advisor
Added on February 2014 in Other Ideas
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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.
From Think Advisor
Added on February 2014 in Other Ideas
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Summary: In Investment Advisor’s October 2013 cover story, “Where Are All the Women?” Danielle Andrus suggested that financial firms need to reflect the diversity of their client base. That’s where things are going to get interesting, because there’s a mushrooming population of wealthy African-American, Hispanic and Asian-Indians in the United States. Moreover, 1 billion women are projected to enter the global economy over the next 10 years. Does your firm align with these trends?
From InvestmentNews
Added on February 2014 in Other Ideas
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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.
From On Wall Street
Added on January 2014 in Other Ideas
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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.
From wealthmanagement.com
Added on January 2014 in Other Ideas
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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.
