Home risk assessment Page 4
risk assessment
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.
-
- Behavioral Economics
- decision making
- financial advisors
How do you convince more people to pay down debt quicker?
Simple word choices appeared to make a great difference, according to a report by Common Cents Lab, associated with Duke University. An example cited in the report is that asking people to “save money on …
-
- Behavioral Economics
- decision making
- financial advisors
What time of year are people most likely to deposit funds into their savings accounts?
A report by Common Cents Lab, associated with Duke University, found that the period each year where Americans are most likely to be open to saving money, talking about savings or setting up plans to …
-
- Behavioral Economics
- decision making
- financial advisors
Why has technology created an inverse incentive when it comes to financial decision making?
Technology has created an inverse incentive when it comes to financial decision making, according to the first-year-end report by Common Cents Lab, associated with Duke University in conjunction MetLife Financial, because it provides a level-playing …
-
- 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, …
-
- 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 …
-
- 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 …
-
- 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 …
-
- 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, …
-
- 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 …