From Think Advisor
Added on January 2015 in Other Ideas
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Summary: Advisors know that millennial clients are where the market growth is. But the biggest growth market of all may be one often overlooked by RIAs: millennials with high earnings but who are not yet wealthy.
From Financial Advisor IQ
Added on January 2015 in Other Ideas
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Summary: Advisors will spend lots of time this year figuring out how to adapt to new technology and to potential changes in regulations, according to executives at major custodians and tech vendors.
From InvestmentNews
Added on January 2015 in Other Ideas
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Summary: If the past is any indicator, adviser moves are likely to pick up steam in the first quarter, according to an analysis of InvestmentNews' Advisers on the Move database, which tracks teams of advisers and brokers changing firms.
From InvestmentNews
Added on January 2015 in Other Ideas
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Summary; The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority.
From Think Advisor
Added on January 2015 in Other Ideas
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Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
