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New in the Knowledge Bank
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
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Third Annual Advisor Authority Study Profiles Generation X Investors – A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice
The Special Report Identifies Gen Xers’ Unique Needs to Drive Client Satisfaction and Advisor Success