Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.
Millennials may be the most important demographic in the marketplace today—and the most misunderstood. However, because of their size (85 million) and spending power ($1.3 trillion), the Millennial generation is already reshaping the marketplace and will continue to do so for years to come. In the first part of this illustrated report, you’ll discover how to reach this important business segment and how to get their business.