White Papers

white paper

« Back to White Papers

Focus on Niche Client Segments

April 18, 2017

2017-04-18

By IMCA

These articles from IMCA’s Investments & Wealth Monitor narrow the broad universe of niche clients to focus on millennials, same-sex couples, women, business owners, and later-in-life divorcees and the quandaries advisors must face when working with each. IMCA® is the professional association for advanced investment professionals.

download image






Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to in_help@crain.com or, if you are a print subscriber, please call 1-888-288-6954.