Tag: robo advisors

Preparing for the intergenerational wealth transfer

News May 27, 2019

By: David Reeve May 24, 2019 16:56 Full Article: www.investmentexecutive.com As millennials inherit their parents’ wealth, advisors will need to evolve their business practices Between now and 2026, approximately $1 trillion of wealth will transfer from the baby boomer generation to their children, according to Strategic Insight. This pending intergenerational wealth transfer – the largest […]

Angus Reid Survey shows millennials are more likely to invest with Robo Advisors

Blog March 7, 2019

In what might be an obvious conclusion, the younger the investor, the more likely they will invest online. What is interesting about this survey is that the 18-34 demographic is three times more likely to use a robo-advisor than many of their parents who are 55 years+. Matching this data with the fact that we […]