New research finds three reasons for increasing the proportion of younger clients in advisors’ books
Purchasing a home, funding higher education and saving for retirement will prove challenging for both generations
PwC report examines multi-generational workforce performance
Boomers, Gen X and Gen Y say retirement begins before 65
Gen Xers and Boomers display similar approaches to saving and investing for retirement
They’re tough to win over, but intensely loyal
Pay attention to the differences among boomers, generation Xers and millennials when prospecting or working with clients
Asian financial centres do well in new survey
Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares to retire. But as the boomers begin to settle into retirement, financial advisors will need to shift their focus to younger generations, who will have a growing pool of assets […]
They’re in their 30s and 40s, raising families, buying houses and battling debt. They need your help, whether they know it or not