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By Michael S. Fischer |
March 26, 2013
Advisors view social media as an increasingly important tool to engage clients. At the same time, they significantly overestimate clients’ investment savvy and risk appetite.
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By Danielle Andrus, AdvisorOne |
February 6, 2013
Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.
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By Michael S. Fischer |
February 6, 2013
Millennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.