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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- baby boomers
- client relationships
- financial advisors
How many Americans know what they need to save for a successful retirement?
Successful retirement planning is a long-term committed aspiration and many Americans are having trouble meeting their retirement goals. A late 2016 survey by Fidelity Investments showed that 74% of survey respondents knew they needed to …
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- baby boomers
- client relationships
- financial advisors
Working with Affluent Generation X Investors
by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …
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- baby boomers
- client relationships
- financial advisors
Is there a divergence in risk tolerance between affluent Gen X investor groups?
Yes, there is a big difference in risk appetite overall between the two Generation X groups surveyed as part of Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors.” In the …
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- baby boomers
- client relationships
- financial advisors
The overall marketplace for affluent Generation Xers is bigger than Millennials, but by how much?
Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Generation Xers, those with over $100,000 to invest, into two categories: “Cautious Consulters” and “Knowledgeable Xers.” Cautious Consulters have investment …
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- baby boomers
- client relationships
- financial advisors
Are affluent Generation X members more likely to use financial advisors than affluent Millennials?
“Cautious Consulters” and “Knowledgeable Xers” are the two groups wealthier Generation X in the report “Getting to Know Gen X and Millennial Investors” by ORC International and commissioned by Global X Management Company. The Cautious …
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- baby boomers
- client relationships
- financial advisors
Working with Affluent Millennial Investors
by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …
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- baby boomers
- client relationships
- financial advisors
The overall marketplace for affluent Millennial investors isn’t very big yet, is it? Is it?
Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Millennials, those with over $100,000 to invest, into two categories: “Builders” and “Adrenaline Techies.” Builders have just begun to save …
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- baby boomers
- client relationships
- financial advisors
Are affluent members of the Millennial generation showing any common investment habits?
Yes, one of the main findings of the report, “Getting to Know Gen X and Millennial Investors,” commissioned by Global X Management with research from ORC International, was that when grouped by wealth and age, …
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- baby boomers
- client relationships
- financial advisors
One of the biggest wealth transfers in history has already started. What impact does this have on the recipients?
Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, a trend expected to continue …