Envestnet: Unlocking the Needs Of Today's Affluent Investors And Opportunities For Advisors In Each Generation
In an effort to unlock the intricacies of the affluent investor's mindset by generation, Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and The Center for Generational Kinetics have unveiled insights from their groundbreaking national study. This annual research delves into the generational nuances of affluent American investors, offering financial advisors actionable insights to foster trust, align business strategies, and ensure unparalleled service amid the headwinds of today's uncertain market landscape.