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3 ways to effectively reach the next gen investor

from ThinkAdvisor

3 ways to effectively reach the next gen investor ThinkAdvisor The next generation of investors is here. Bringing new thinking, expectations and standards, advisors must concurrently adapt and “re-wire” their own practices and processes in order to empower their investors, as highlighted in a recent Deloitte report. While this new generation largely comprises of Gen X and Y, it also includes baby boomers who have been influenced by younger investors, such as their children. READ MORE

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