How can FAs tap into this wealthy client group?Posted by RJ and Makay on Jan 11, 2011 |
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These days, wealthy under-50 investors make up 29% of affluent U.S. investors, and that percentage is growing. So how can financial advisors and wealth management firms grab a larger share of this critical client segment.
According to a new study by Cisco Internet Business Solutions Group, this high-net-worth group of investors is an $18.6 billion revenue opportunity for financial services firms. The key to attracting and keeping these clients: technology.
