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Home>Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y

Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y

Advisor One

Tue, 21 May 2013

RIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.

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