TITLE

The Missing Baby Boomers…

PUB. DATE
May 2007
SOURCE
Journal of Financial Planning;May2007, Vol. 20 Issue 5, p13
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses a study by Cogent Research LLC that reveals financial advisors are overlooking the younger, affluent segment of baby boomers. According to the survey, more than one-third of investors born between the years 1956 and 1964 and who have investable assets over $100,000 are not working with an investment advisor. Of respondents who do work with advisors, slightly less than half use financial planners while one-fifth rely on their stockbrokers and less than one-fifth use certified professional accountants.
ACCESSION #
24957329

 

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