- 9.9 million -- Number of people over 55 with a gym membership in 2007.
- $70 billion -- Estimated amount boomers will spend in 2009 trying to fight aging.
- 77% -- Percentage of all U.S. assets held by someone over 50.
This fact-finder questionnaire will help you secure your clients' loyalty, referrals and future business.
Jensen explores the growth trend of passively managed funds and urges investors to look beneath the hood when selecting a strategy.
Learn more about how behavioral biases affect the investor and advisor decision-making process with this collection of articles from IMCA's Investments & Wealth Monitor.
Apr 01, 2014
Regardless of the level of wealth that your clients enjoy, if you’re not providing them with knowledgeable advice about when and how to take their...
Mar 25, 2014
Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view...
Feb 25, 2014
Join ThinkAdvisor for this live, interactive webcast and hear from industry executives regarding the investment opportunities surrounding alternative investments.