Estimated reading time: 0 minutes, 20 seconds

Millennials Innovate to Gain Traction As Independent Advisors

Friday, Nov 07 2014
News Roundup
Written by  PFA News

Millennials who have become dissatisfied as junior planners at established firms are implementing novel approaches to starting their own businesses. So reports Investors.com.

In addition to establishing cloud-based offices and leveraging social media, they are implementing new fee structures, including charging clients fees on a monthly basis which can appear to be more palatable for investors than traditional payment methods.

Read the full article from Investors.com.

Read 4311 times
Rate this item
(0 votes)
More in this category: « Robo-Advisor Pursuing Retirees as Clients Pershing to Expand Fund Offering on FundVest »

Visit other PMG Sites:
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline