Archive | April 6, 2017

J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category

06 Apr
Opportunities for Financial Advisors in Emerging Affluent Category

COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor Satisfaction Study,SM released today. Surprisingly, half (48%) of emerging affluent investors currently working with an advisor […]