Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied than their parents are (see “Youth Exodus,” in last June...
Reaching out to the children of clients pays off in big ways.
Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...
