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Media Coverage

Advisor Productivity Is Rising. Here’s How.

March 30, 2015 // Financial Planning

Digital tools, tighter focus and robo advisor options may be making financial advisors more productive — but an aging client base presents the industry with a big problem, according to…

2014 Was A Good Year For Advisors

March 30, 2015 // FA Online

Financial advisors reported a strong year in 2014, with continued growth in assets under management and revenues, according to the PriceMetrix State of Retail Wealth Managementreport released Monday.

Study: Focus on future profitability

March 27, 2015 // Investment Executive

While older clients may have more assets, younger clients represent growth for advisors, says a new study

Advisors all baby boomer’d out

March 16, 2015 // Wealth Professional

Advisors courting clients in the 60s and 70s may have lost sight of a real opportunity to grow their book of business, according to new research, tossing conventional thinking on…

Wealth Adviser: Older Clients Have Money Now, But How About Later?

March 11, 2015 // Money Beat, wsj.com

The natural inclination of wealth managers is to go after prospects with the most money, which often means older people whose assets may not really be growing. That’s a mistake….

Younger Clients Seen Driving Business Growth

March 10, 2015 // Wsj.com

Older clients spend down their portfolios as younger ones accumulate wealth

More Good Reasons to Take On Younger Clients

March 9, 2015 // Financial Advisor IQ

It’s tempting to dismiss younger clients as a distraction from bigger bread-and-butter customers who are in or near retirement. But, says one study, there may be good reason — other than the health of your practice 10 or 20 years hence — to rethink such a stance.

Firms with younger clients grow faster, report finds

March 9, 2015 // Investment News

Advisers have stronger long-term business prospects with a client mix that includes many under age 45

Younger Clients Worth Revenue Tradeoff

March 9, 2015 // WealthManagement.com

There are good reasons to avoid younger clients with less than $250,000 in assets, but these investors can be good for long-term growth, according to a new study from PriceMetrix.

Young Clients A Growth Opportunity For Advisors, Report Finds

March 9, 2015 // Financial Advisor

Financial advisors should target younger clients because they will grow faster and give advisors a fundamentally sounder book of business, according to PriceMetrix, a practice management and data services company.