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Financial advisers’ business models need changing to win over millennial clients: expert

October 3, 2016

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

 

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

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.