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What You Need To Know About The Financial Advisor Landscape in 2021

Indigo Marketing Agency

If this trend continues, by 2021, the median AUM for financial advisors will hover around $97 million. . As baby boomers continue to retire, financial advisors across the country have started targeting the younger generations, Generation X and millennials , to varying degrees of success. Shifting Generations.

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What You Need To Know About The Financial Advisor Landscape

Indigo Marketing Agency

If this trend continues, by 2021, the median AUM for financial advisors will hover around $97 million. Shifting Generations As baby boomers continue to retire, financial advisors across the country have started targeting the younger generations, Generation X and millennials, to varying degrees of success.