GFD Blog Entries
Are you a sustainable investor?
There is still much confusion circulating among investors as to what the fiduciary rules means to them.
According to a recent survey, a majority of insurance professionals believes innovative technologies will expedite the application and issuance process.
Wealth advisors are polishing their selfie sticks and perfecting their avocado toast recipes in anticipation of the flood of incoming high net worth millennials. According to research from Swiss bank UBS, global millennial wealth could hit $24 trillion as soon as 2020.
And if you're a wealth advisor who thinks of this generation as tech-obsessed egocentric lounge-arounds, you may be disappointed by your customer acquisition rates. Common misconceptions and biases about the largest consumer generation could lead you astray.