But 25% of Millennial households hold over $100K in assets and collectively have a net worth of about $9.4 trillion. That isn't something to ignore.
Financial advisors who use video marketing can educate their target audience on financial planning and investing while building trust and credibility.
This integration empowers users of both systems to seamlessly input, track and report on alternative investments as a part of a holistic plan.
Advisors on the Schwab platform using the intuitive and cost-effective BillFin cloud-based billing solution will now have access to more capabilities.