Cerulli Report

Asset Managers and Advisors Gear Up for Next-Generation Investors

Date:

Captura de Pantalla 2022-04-12 a la(s) 14
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Autor: Magdalena Martínez

  1. Only 42% of advisor practices offer intergenerational planning, according to the latest Cerulli Edge—U.S. Advisor Edition
  2. Asset managers are working to develop new products and restructure current offerings to meet the demands of younger investors