According to the upcoming 2021 J.D. Power U.S. Full-Service Investor Satisfaction Study, more than two-thirds (68%) of investors with a next-generation beneficiary have not been asked by their advisor about that beneficiary’s investment needs. This is a huge missed opportunity for the industry and firms -- both in terms of delivering value to current clients and positioning themselves to retain assets through wealth transfer. Learn more about the J.D. Power U.S. Full-Service Investor Satisfaction Study
Recommended Reading
CNBC: Morgan Stanley becomes the first big U.S. bank to offer its wealthy clients access to bitcoin funds
The investment bank told its financial advisors Wednesday in an internal memo that it is launching access to three funds that enable ownership of bitcoin, according to people with direct knowledge of the matter.
WSJ: Investing, Not Gambling: These Apps and Services Help Young Stock Buyers Think Long Term
Riding interest in GameStop stock, apps teach stock-picking and cryptocurrency and let young investors practice investing
