by Patrick M. Kelly | Sep 10, 2010 | Financial Advisors, Social Media
The baby boomer generation has been the primary focus for the majority of financial advisors as they have accumulated much of the nation’s wealth. However, now it’s the present and future generations’ turn. Gen X and Gen Y are quickly moving up the ladder of...
by Patrick M. Kelly | Sep 3, 2010 | Financial Recruiting Industry, Financial Services Industry
[pullquote]A desire for a higher payout (came in) third place among rationales for leaving[/pullquote] Wirehouses have been beaten up lately mostly because of all the bad press and the destruction of their brand names. Financial advisors are looking to breakaway to...
by Bill Willis | Sep 1, 2010 | News and Media
The clients of the future are Gen X and Gen Y. But most advisors are boomers and they’ll be the ones forced to change their ways. By Bill Willis September 1, 2010 You might be surprised to learn that the average age of a financial advisor is approximately 55. So many...
