Wednesday, 12 April 2017

New Money Is The Sweet Spot For Advisor Growth, JD Power Says

Emerging affluent investors—defined as Millennials with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor Satisfaction Study,SM released. Surprisingly, half (48%) of emerging affluent investors currently working with an advisor say they “probably will” or “definitely will”

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