With wealthy under-50 investors making up 29% of total affluent investors in the United States – and growing - the big question for wealth management firms is how to gain more wallet-share from this critical client segment.
According to a Cisco Wealth Management Study released Tuesday, this high-net-worth, under-50 group of investors is an $18.6 billion revenue opportunity for financial services firms. And the key to attracting- and keeping- these clients is technology.
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