IRI Insight – Fall 2017

Posted on September 28, 2017

If you had to guess which age group uses digital technology the least, you’d probably say baby boomers, and you’d be right. So it might surprise you to learn that millennials and boomers attach equal importance to digital apps and tools when it comes to managing their retirement savings. That’s not to say that boomers are turning to digital instead of turning to their advisor. You are still their first choice for financial guidance, but they do expect you to be up to speed on the latest technological developments. Research shows that 71% of boomers consider it important for a financial advisor to use modern tools for financial planning.

Also in this issue of IRI Insight:
  • Focusing Clients on the Number that Really Matters
  • How to Get a Millennial to Retire
  • 2017 IRI Fact Book at a Glance

Click here to download the fall issue in PDF format or read below.