The emergence of so many affluent millennials participating in the market is starting to change the way the wealth management industry approaches them.
“…with new expectations around satisfying needs and terms of engagement, they have increasing wealth and different demands than previous generations.”
Jim Marous, Co-Publisher of The Financial Brand dives into the various ways the industry is evolving based on the needs of this demographic.
Latest posts by Dan Luner (see all)
- Investment Management And Financial Planning Are Not The Same - May 10, 2018
- 5 Misconceptions About Networking - May 9, 2018
- The Massive Millennial Shake Up in Traditional Wealth Management - May 8, 2018