A look ahead at the new face of wealth—and ideas for engaging the investor of the future today.
Client demographics are shifting beneath advisors' feet and new pockets of affluence have emerged. Pershing reveals the next potential market opportunities for advisors—and shows how you can start engaging them today.
Pershing's Investor of the Future: The Quest for Tomorrow's Affluent Clients Starts Today offers an eye-opening reality check, comparing advisors' current clients and market perceptions with actual U.S. Census data on rising affluent populations. It explores: