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How to be Heroes in Your Client’s Eyes

According to new research from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children. Meanwhile, despite women’s burgeoning share of the wealth pie, financial professionals are missing out on a $14 billion opportunity to serve them via segment-specific experiences, appropriately tailored enablement programs, and targeted products and services.

Here today to talk about how advisors can engage with and offer products that resonate with next-gen and female clients is Zach Conway.

GMO White Paper: Why High-Quality Local Currency Debt Looks Attractive in EM

In a new white paper, Victoria Courmes, Riti Samanta and Mina Tomovska of GMO discuss how higher yields and similar defensiveness are a compelling combination in favor of high-quality local currency EM debt.

Results 301–350 of 43,961 found.