Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Client expectations are rising. The advisor workforce is shrinking. And the firms that figure out how to do more with less—without sacrificing the quality of advice—are going to own the next decade. Phill Rogerson, Senior Vice President and Head of the RIA Channel for AssetMark, breaks down how AssetMark and Adhesion Wealth are helping RIAs close that gap: through better infrastructure, smarter tax optimization, and a service culture built to compete.
(Yahoo! Finance) - Hardcore Tesla bear Ryan Brinkman at JPMorgan is still on patrol in the wake of the electric vehicle maker's earnings on Wednesday night.