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.
White Paperswhite paper
Focus on Niche Client Segments
April 18, 20172017-04-18
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