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.
“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 …
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, …
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 …
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, …
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 …
by Ryan W. Smith Two of the most popular trading strategies have seemingly gone head-to-head for decades with no clear winner in sight. Research has also not proven out a clear winner between Momentum Trading …
by Ryan W. Smith As the U.S. population ages, the likelihood of retirees outliving their retirement savings grows substantially. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of …
In late 2016, the Congressional Budget Office (CBO) revised its long-term outlook for Social Security. This move, lowering cost-of-living increase for future payouts, makes it more important than ever for advisors and investors to focus …
Many Americans are fully aware they are behind in retirement savings, while a small minority admits they do not know at all where they stand. According to the Investment Management Consultants Association (IMCA) in a …
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