This content is from: RIAIntel Women, Wary of Wealth Managers, Need the Industry to Better Prove Its Worth Financial advisors must address the skepticism women have of their services, as they inherit trillions of dollars from the baby boomer generation in the coming decade. By Michael Thrasher February 18, 2021
This content is from: RIAIntel Thirtysomething Clients and What Makes Them Tick Millennials “need to have a stable income and pare down debt,” says Kayleen Schaefer author of "But You’re Still So Young: How Thirtysomethings Are Redefining Adulthood." By Gary Stern May 25, 2021
This content is from: RIAIntel Boom in Baby Boomer Divorces Spurs Demand for Advisors With CDFA Designation The divorce rate continues to fall. However, older Americans, who tend to be wealthier, are increasingly parting ways. By Gary Stern September 20, 2019
This content is from: Premium Logica Capital Survived January — But Its Portfolio Managers Are Worried Hedge fund veterans Wayne Himelsein and Michael Green warn of an “increasingly fragile and illiquid market” caused by the growth of passive investing. By Michelle Celarier February 17, 2021
This content is from: RIAIntel McKinsey’s 33% Growth Hack for Wealth Management Firms Companies that make these changes could see revenue rise dramatically, according to the management consultant. By Michael Thrasher August 03, 2020
