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baby boomers
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.
With five very different generations of employees in the workforce together, leadership might struggle to appeal to all groups. We provide tips for CFI leadership on how best to manage a multi-generational team.
Baby boomer women are in line to gain trillions through a massive wealth transfer. Is your CFI prepared to serve this demographic?
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.
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.