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,

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 //

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 //

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.