A New Breed: Opportunities For Wealth Managers To Connect With Gen X And Gen Y

Topics:
Financial Research
Tags:
Asset Management,
Business Operations,
Deloitte LLP,
Generation X,
Generation Y,
Operational Planning,
Wealth Manager
Source:
Deloitte Development

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Overview: For a number of years now, wealth managers have focused their energy and resources predominantly on the accumulation and growth of retirement assets. To support this strategy, wealth managers commonly target prospects in their peak earning years and promote messages that talk about the need to save and invest for the "Golden years." Television commercials and print advertisements frequently depict individuals and couples in their fifties and sixties enjoying the fruits of their labor - playing golf, sailing, traveling, and enjoying the pursuits that their professionally managed assets have helped them attain.

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Format: PDF | Size: 928KB | Date: Dec 2008 | Pages: 12


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