Top 3 ways to attract millennials: J.D. Power
The past year has exposed a stark divergence in the investment behavior of millennial investors compared with their older counterparts. A huge generational transfer of wealth, at roughly $68 trillion, is poised to fall into the hands of the millennials.
April 15, 2021 2 MINS
Young investors under the age of 40, also known as millennials, are rapidly changing their wealth management priorities, and advisers need to adjust to the changing terrain or miss the opportunity to attract new assets.
A huge generational transfer of wealth, at roughly $68 trillion, is poised to fall into the hands of the millennial generation as their Boomer parents age throughout the next decade. For advisers that means embracing digital engagement, environmental, social and governance investing, and one-time fee-for-service and subscription payment models, according to new research by J.D. Power.
All systems go for July 4 parade
By London Bishop - lbishop@aimmediamidwest.com
The 2021 Fairborn Festival Committee, front row (left to right) Ellen Farthing, Ellen Brunson, Connie Newman, Co-chair Linda Hall, Co-chair Jamie Brauer, and Amanda Majors. Back row (left to right) Fred Pumroy, Mike Foy, Bill Titley, Tony Babiarz, April Van Dyne, Kara Willis, and Paul Newman Sr.
FAIRBORN The Fairborn Fourth of July parade and block party is back on for this year. The Fairborn Festival Committee has begun its preliminary planning to bring the weekend events back in style for 2021.
The annual Fairborn block party will take place from 2-10 p.m. Saturday, July 3 on Main Street. A variety of vendors will be offering food and specialty items, with registration for those slots opening later this year. Opening ceremonies are tentatively scheduled for 2 p.m., hosted by the American Legion Dignam-Whitmore Post 526, and the Fairborn Civic Band will follow up with some patriotic tunes. The com
Quilter International CEO says it’s ‘music to much of the industry’s ears’ but ‘not out of the woods yet’
Following considerable lobbying by international life insurers and their representative bodies, the UK government quietly confirmed on 2 March that they would not be subject to a capital gains charge on the disposal of investments in UK property rich investment funds.
HM Revenue & Customs introduced a CGT charge on non-resident investors in UK property rich collective investment vehicles in April 2019.
But it only really came to widespread attention when three industry chief executives; Peter Kenny (Quilter International), David Kneeshaw (RL360) and Mike Foy (Utmost), discussed it at an
The 35-year-old maple, located opposite the Day-Today store, suffered damage to its trunk, which split in half. It tilted over and its branches became entangled in an adjacent tree. The damaged tree was initially spotted by local resident Anne Reuter on Thursday February 25. She in turn told Avril Nisbet, another local resident, who was out walking her dog. Mrs Nisbet informed her father Alister Hadden, chairman of Wallyford Community Council. He alerted Mike Foy, tree officer with East Lothian Council, and Stuart Baxter, manager of Musselburgh Area Partnership, who mustered a team into action to deal with the broken tree. It was taken down and made safe by the council’s forestry squad within hours of the damage being reported.