Message to Advisors: Evolve or Face Dire Consequences.
12.19.24
"There are generational shifts underway that are driving a fundamental change in how individuals are approaching investing," said Brian Moran, CIMA, founder and CEO of FLX Networks.
"Younger investors have embraced technology and are far more comfortable taking advice from technology-driven platforms and allocation models compared to their older counterparts. Technology solutions continue to make advances that simplify usage by any generation." LinkedIn login may be required to view post