Are Financial Planners 'Barely' Prepared?…

April 2006
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p10
Academic Journal
This article reports on financial planners working with the youngest of the baby boom generation. According to a report from the consulting firm Spectrem Group, planners will need to provide them with more sophisticated business services than for older baby boomers. These younger baby boomers hold higher percentages of hedge funds, private equity, and futures investments than their older counterparts. The report also determined that these younger baby boomers tend to use full-service brokers less, and financial planners more than other baby boomers.


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