Financial advisers’ business models need changing to win over millennial clients: expert
Sep 29, 2016 @ 12:08 pm | By Jeff Benjamin | Investment News
Products and services geared toward baby boomers won’t work for the younger generation, according to a presentation at the IMCA Private Wealth Advisor Conference in Chicago
Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.