Archive for the 'financial adviser marketing' Category

Studies Show Young Wealthy Investors Reject Financial Advisers

~ Thursday, February 24th, 2011

Cisco conducted a recent study aimed on showing financial services firms that they need to add new technology (e.g. video conferencing) to best attract the under-50 affluent investor. The survey polled more than 1,000 wealthy U.S investors having at least $500,000 in investment assets. However, what they found most interesting from the study is the [...]