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2015 Wealth Management for Connected Investors

White Paper Published By: Salesforce
Published:  Nov 19, 2015
Type:  White Paper

To explore current attitudes and methods in how Americans today communicate and manage their investments with financial advisors, Salesforce Research conducted its 2015 Wealth Management for Connected Investors report. Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.

With more than $2 trillion in financial assets shifting hands between baby boomers and their Gen X and millennial offspring over the next five years, advisors who emphasize new communications channels, collaborative investing and other technologies in working with their clients stand a better chance of capturing new investors and retaining existing ones.

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