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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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Vast Majority of RIAs and Fee-Based Advisors Have Prepared Clients' Portfolios for Market Correction--and More Than Two-Thirds Recognize Buying Opportunity
New Survey from Jefferson National Indicates Advisors’ Top Three Solutions to Prepare for Correction include Holding Cash, Buying International Stocks and Using Liquid Alternatives