In an effort to help advisors better understand the investors they serve, Apex Fintech Solutions is once again combing through millions of client accounts to determine what trends got the people going heading into the summer.
The latest Apex Next Investor Outlook report found that tech stocks held strong and cruise lines caught fire in the second quarter of the year. But one of the most surprising takeaways is the measured approach taken by the youngest investors.
Not swayed by artificial intelligence being pushed as the next big thing, the study finds that Millennials and Gen Xers are the most enthusiastic about AI, while Gen Z isn't as eager to jump on the bandwagon.
Also new this week, Nitrogen CEO Aaron Klein stops by the Financial Planning Podcast for one of his first interviews after rebranding the firm formerly known as Riskalyze.
In addition to discussing what the change has been like, Klein explains how advisors with no desire to be transformed into salespeople can still be engines for growth.
Check out the story, the podcast and much more, only at Financial Planning.
Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great weekend!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
|
| | |
|
|
| By Justin L. Mack | The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve. Read story → |
|
|
| |
| |
| | | By Justin L. Mack | Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates. Read story → |
|
|
| | | By Silla Brush 1 min read | The company has stepped back from certain custodial relationships that Ameritrade had offered to institutional clients. Read story → |
|
|
| | | By Catherine Leffert 3 min read | The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say. Read story → |
|
|
| |
| In today's competitive, tech-driven environment, financial planners looking to further their career must not overlook the importance of upskilling. Read more → |
|
|
| | | By Dan Shaw 8 min read | Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver? Read story → |
|
|
| |
| |
| | RESOURCES | | | WEB SEMINAR | | Wednesday, August 23, 2023 12:00 PM EDT | Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors. Learn More → | | | REPORT | | | The independent Registered Investment Advisor (RIA) model is a game changer from day one. And if you're looking to start your transition, this whitepaper combines more than 35-years of our experience so you can clearly see the road ahead. Download it here. Learn More → | SPONSOR CONTENT FROM Schwab Advisor Services | | | WEB SEMINAR | | Thursday, September 21, 2023 12:00 PM EDT | The Federal Reserve is expected to pause at its September meeting. Jeff Timlin, a managing partner at Sage Advisory, will join us on Sept. 21 to provide analysis of the meeting. Learn More → | | | WEB SEMINAR | | Tuesday, September 12, 2023 12:00 PM EDT | Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ. Learn More → | More resources → |
|
|
