Marketing to Millennials
Marketing to Millennials Optimize your company’s website for the 21st Century Your website needs to support mobile and tablet users Tackle Twitter, Instagram, and Youtube Personalize your company’s brand Be...Read More
Why aren’t Millennials Turning to Financial Advisors?
From a recent article from Business Wire, we learned about a YCharts survey on millennial saving patterns. More than half of all millennials are saving 12% or more of their...Read More
Main Reason Why Millennials Are Not Investing in Retirement Enough
It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and...Read More
How millennials are under-investing in their retirement accounts
Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash or just a regular bank savings account with little to...Read More
4 Smart Strategies for 401K advisors to Attract Millennials as Clients.
1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first and most important step. Understanding their financial challenges such as...Read More
Financial Predictions for 2024
New Year, New Economy Major financial and geopolitical risks loom over the global economies, but there is little consensus about the outlook for 2024. Nowhere is this clearer than among the...Read More
Portfolio Reallocations Are on the Way
Financial advisors are increasingly drawn to alternative investment strategies as a means of navigating an economic environment that appears fraught with potential pitfalls.
How to Protect Portfolios against Inflation
The most common questions for advisors today are about the best time to invest and ways of protecting portfolios from inflation. Most clients have faith in their advisors during this period of tumult; but any financial professional worth his salt, knows that there are choppy waters ahead.
Online trading: DIY Investors vs Pro Financial Advice
The flood of young DIY investors who started trading over the last few years are running into problems that are souring their experience with brokerage platforms.
Are you a 21st Century Wealth Advisor?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:“Am I measuring up to my competition and adapting to the new environment?”Advisors don’t have to look far to learn where the industry is going. Before the lockdown forced all of us to see the potential in working remotely, Broadridge reached some startling conclusions about technology use by financial advisors. They surveyed 1,500 investment providers, including 250 wealth advisors, to find, in general, that they are not taking advantage of the benefits and high ROI of technological adoption.