TITLE

A Winning Experience For the Under 50 Set

AUTHOR(S)
Loucks, Jeff; Waitman, Robert; Ericsson, Jorgen
PUB. DATE
March 2011
SOURCE
Bank Technology News;Mar2011, Vol. 24 Issue 3, p30
SOURCE TYPE
Trade Publication
DOC. TYPE
Opinion
ABSTRACT
In this article the authors discuss a survey on 1,000 wealthy under-50 U.S. investors, which indicates that service improvement for these investors could constitute an 18.6 billion dollars revenue opportunity for North American financial services firms. They state that wealthy under-50 investors are among the customer segments that are interested in new services, driving the next generation of wealth management. They also discuss the investors' decision-making in terms of investing.
ACCESSION #
59436137

 

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