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...
More than 20 RIA firms signed with Members Trust Company in 2025 alone. The appeal for advisors keeps coming back to two things: credibility and service. President & CEO Ken Lako explains how the firm’s bifurcated trust model keeps advisors in the driver’s seat, why Members Trust Company remains one of the few firms actively embracing special needs trusts, and what two major technology overhauls signal about where the firm is headed.
Equity markets have staged a rapid and decisive recovery, retracing losses tied to the Iran conflict and reestablishing upward momentum.