In an ironic turn of events, National distributors are the biggest beneficiaries of the 15% increase in advisor
satisfaction reported in the 2010 Advisor Brandscape. Last year, wirehouse reps were the least-satisfied group
of advisors across all channels.

While the financial services industry has been busy courting the in- or near- retirement Boomer generation, an emerging wave of younger, affluent investors has been silently growing, building wealth, and seeking financial services firms who will give them what they want. This group of Generation X thirty and forty somethings comprise about one-fifth of affluent investors in the United States and bring a unique perspective to the financial landscape.

As competition continues to increase in the wealth management industry, discovering new sources of customers has become more important than ever. Moreover, as a sizeable portion of affluent Americans are on the cusp of moving into a de-accumulation phase, the motivation to attract younger investors is stronger than ever. Firms that are successful in attracting [...]

Retirement Income Product Innovations Not Resonating with Retirees and Pre-Retirees