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.
Research in collaboration with SS&C Advent found that financial advisory firms that invest strategically in technology, and make the most use of it, tend to outperform other firms significantly on a number of financial and productivity measures. This document explores how technology is transforming the client experience for investors and how firms are positioning themselves to capitalize on this trend.