The Financial Advice the Next Generation Needs

WilliamMy newest grandson (pictured left) was born on January 5, 2014. My latest Research magazine column, available here, is written for him and his generation.

“Our target clients aren’t under 30. That’s not where the money is. But ignoring them and their situations is shortsighted in the extreme. We should want them to become good clients, and the sooner the better.

“The best investment management, the best investment products and the best investment advice won’t mean much to and for those who don’t save and invest a lot and early, and who don’t stay out of debt. If we want to improve the prospects for our profession today and going forward, we need to get this message out. If we want to provide real and tangible benefits for society as a whole now and into the future, we need to get this message out. If we simply want to do the right thing, we need to get this message out.”

We need to get this message out.

The Financial Advice the Next Generation Needs

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