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Consider this: over the next 30 years, $30 trillion is expected to be passed down from baby boomer parents to their Generation X (1965-1980) and Generation Y/millennial (1981-2000) children.[1] And 66% of those children do not retain their parents’ financial advisors after they receive an inheritance.[2] As a result, many advisors are seeing their asset base – as well as the value of their business – shrink amid this generational wealth transfer.

According to a recent survey by InvestmentNews, advisor respondents said that lack of a relationship with clients’ children was the biggest obstacle to retaining assets passed to heirs.[3] Clearly, the writing is on the wall: to ensure the long-term health of their business, advisors must find ways to connect with their clients’ children and become...

Top Linkedin Features Advisors Should Be Using

Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

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How to Pick the Right Mobile Strategy for Your Business

By Dave CurryTexas Coral Snake

According to Wikipedia,...

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Is Quantitative Easing the Silver Bullet to Economic Recovery?

By Joseph Giulitto

Some rise by sin and some by virtue fall.

– Shakespeare

I saw this quote recently while researching another topic. I found it to be appropriate to capture the challenge that professional money managers have in finding investments...

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Learn About a Service Model for Advisor Growth

Growing your practice requires the support of a custodian you trust along with the capabilities of an industry leading trading platform. With the right tools, knowledge, and support, you’re able to evolve your practice in a manner that best suits your...

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