Items include
baby boomers
Mar 4, 2025
Baby boomer women are in line to gain trillions through a massive wealth transfer. Is your CFI prepared to serve this demographic?
Feb 25, 2025
Elder financial fraud is on the rise and hit record numbers in 2023. With losses totaling billions of dollars, regulators and individual states are stepping up their efforts to curb elder fraud.
Oct 28, 2024
As baby boomers age, they will pass their assets to their heirs. CFIs want to inherit those professional relationships. We discuss best practices for nurturing relationships with the next generation.
Aug 22, 2024
There is more to generational differences than birth years. Being aware of the shared preferences among specific demographic groups can help CFIs’ efforts to tailor product offerings and marketing efforts to these individuals more effectively.