| September 2014 | |
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Cultivating the Next Generation |
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The children of your clients can offer your practice new sources of revenue and growth. They are also in line to inherit a significant amount of money in the coming years. While this group presents opportunity, establishing a relationshrp with them presents unique challenges. To efficiently reach this younger investor, you need to plan for them in your overall referral strategy. Download our white paper for new ways to capitalize on this growing opportunity. |
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| September 2014 | |
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FactSet Wealth Workstation: One Solution. A Wealth of Possibilities |
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Today’s market environment requires wealth managers to stay on top of changing regulatory procedures and increasingly particular client preferences. Additionally, redundant systems, unreliable data, inflexible reporting, and unresponsive product support are all threats to your process. As the competition grows, advisors who have a reliable data and analytics will be the ones who outperform. Explore the stories of two successful wealth management firms to learn how they stepped up their portfolio analytics, consolidated services to cut costs, and expanded mobile access with a single solution. |
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