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How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify... Financial planners must find new ways to market to tech-savvy millennials and gen Z
How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify... Financial planners must find new ways to market to tech-savvy millennials and gen Z investors or risk irrelevancy. The generational challenges that advisory firms face as baby boomers retire. What will it take to compete in a fintech and crypto world?
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Contemporary Financial Management Fundamentals
Authors: R. Charles Moyer, James R. McGuigan, Ramesh P. Rao
1st Edition
0324015771, 9780324015775
