The wave of millennials entering the market are putting pressure on financial advisors to use newer technologies in managing their money. They are also pushing even Gen Xers and baby boomers toward more modern financial tools. What does this mean for contemporary wealth management and how can financial planners respond?
Are you prepared for the changing investment environment? In the midst of recent regulatory changes and an increasingly challenging investment environment, strengthening client relationships can be critical for growing your business. The Janus Client Relationship Survival Guide is here to help.