Post Tagged with: "affluent"

Wealth Management for Younger Investors Demands New Approach by Banks, Survey Shows

Wealth Management for Younger Investors Demands New Approach by Banks, Survey Shows

by December 7, 2012 at 9:43 am 0 comments

A survey of 1,200 wealthy investors released yesterday found that the difference between older wealthy investors is not a gap — it’s a chasm. Key findings from the survey, conducted by Cisco (oddly), revealed that younger investors’ are more comfortable with technology, but lack of confidence in professional financial advisors. Younger investorsRead More