Most wealth management firms have an ageing client base, predominantly those over 60 years old (baby boomers) and over 75s – the silent generation. To combat this, they target their acquisition activity to wealthy investors of 45 years old (generation x) and over. The conventional thinking is that 45-55 is the age when people have already established … Continue reading “Millennials don’t like being told what to do” – Time to rethink your strategy?