NAPFA Highlights Opportunity for Younger Advisors

Insurance News Net - Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y from 2017 to 2052, said Tom Bradley, president of TD Ameritrade Institutional. Bradley gave a keynote presentation on the new challenges in wealth management during NAPFA’s National Conference this week in Salt Lake City, Utah.

Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y from 2017 to 2052, said Tom Bradley, president of TD Ameritrade Institutional. Bradley gave a keynote presentation on the new challenges in wealth management during NAPFA’s National Conference this week in Salt Lake City, Utah.

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To keep up with the new demands, Bradley suggests advisors bring in young people to their organizations from places such as Texas Tech University’s Division of Personal Financial Planning and the University of Minnesota’s Financial Planning Learning Lab.

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