With the financial landscape rapidly evolving, connecting with younger generations – true digital natives – is crucial for anyone looking to expand their reach in the finance sector.
According to recent research findings, 56% of those aged 18 to 25 in the US already have at least some investments. A Forbes Advisor survey also found that 79% of millennials and Gen Zers get their financial advice from social media, and are regularly seeking advice on everything from stocks and bonds to personal budgeting, passive income and reducing debt.
Hosted by Axtella in partnership with InvestmentNews, an upcoming webinar will explore the preferences, behaviours and communication styles of those entering the finance arena. The webinar will provide actionable insights to help bridge the generational divide, leveraging the tech-savviness and diverse approaches of Gen Z to financial management.
Key Takeaways Include:
The webinar will run at 11am ET on 22nd May. Join us to gain essential knowledge and skills that will help you effectively engage with the upcoming generation in the finance industry.
Register now to ensure your spot in this transformative webinar.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.