Comments on: A Lost Generation of Investors? http://venturepopulist.com/2009/04/a-lost-generation-of-investors/ "Venture to the People" Fri, 30 Jul 2010 16:09:31 -0400 http://wordpress.org/?v=2.8.6 hourly 1 By: VP http://venturepopulist.com/2009/04/a-lost-generation-of-investors/comment-page-1/#comment-21 VP Wed, 03 Jun 2009 00:40:46 +0000 http://venturepopulist.com/?p=465#comment-21 Bruce--although I don't know you personally, I do know who you are and I am pleased to see that you found your way to this blog. I appreciate your comments and I always find your blog (http://www.dbjassociates.com/) interesting...its a great resource for advisors. Thanks for your post...and stop by again! Bruce–although I don’t know you personally, I do know who you are and I am pleased to see that you found your way to this blog. I appreciate your comments and I always find your blog (http://www.dbjassociates.com/) interesting…its a great resource for advisors. Thanks for your post…and stop by again!

]]> By: Bruce Johnston http://venturepopulist.com/2009/04/a-lost-generation-of-investors/comment-page-1/#comment-20 Bruce Johnston Tue, 02 Jun 2009 23:35:06 +0000 http://venturepopulist.com/?p=465#comment-20 Unless advisers change their behavior the loss of a generation of investors is an underestimation - it maybe two. One survey I read states that 84% of women believe that financial products marketers don't understand them. According to a just released research report, Capturing the Hearts & Wallets™ of Peak Accumulators™, investors aged 28-52 feel very much alone as 54% find it “difficult” or “very difficult” to “find the right resources for getting help with financial questions.” Only 18% work primarily with a financial professional, such as a broker, registered investment adviser, insurance, banking, and mutual fund or on-line brokerage representative the report states. This means a full 60% of the investment industry’s focus is concentrated on near- and post-retirees while 57 million households in the 28-52 population with more than $5.2 trillion in investable assets are ignored. Some estimates have the number at over 60% of the near- and post-retirees who haven’t been contacted by their adviser in the past 18 months. Doesn't bode well for the next generation of investors nor the one after that if advisers don't change their ways. Unless advisers change their behavior the loss of a generation of investors is an underestimation – it maybe two. One survey I read states that 84% of women believe that financial products marketers don’t understand them.

According to a just released research report, Capturing the Hearts & Wallets™ of Peak Accumulators™, investors aged 28-52 feel very much alone as 54% find it “difficult” or “very difficult” to “find the right resources for getting help with financial questions.” Only 18% work primarily with a financial professional, such as a broker, registered investment adviser, insurance, banking, and mutual fund or on-line brokerage representative the report states.

This means a full 60% of the investment industry’s focus is concentrated on near- and post-retirees while 57 million households in the 28-52 population with more than $5.2 trillion in investable assets are ignored. Some estimates have the number at over 60% of the near- and post-retirees who haven’t been contacted by their adviser in the past 18 months.

Doesn’t bode well for the next generation of investors nor the one after that if advisers don’t change their ways.

]]> By: Neal H. Levin http://venturepopulist.com/2009/04/a-lost-generation-of-investors/comment-page-1/#comment-10 Neal H. Levin Fri, 15 May 2009 05:10:43 +0000 http://venturepopulist.com/?p=465#comment-10 I guess some will look at the situation in which we find ourselves as a liability...while others (who will no dobut weather the storm and realize new levels of performance) see this as the land of opportunity. Though to see it, we first have to remove the blinders of complacency. I guess some will look at the situation in which we find ourselves as a liability…while others (who will no dobut weather the storm and realize new levels of performance) see this as the land of opportunity. Though to see it, we first have to remove the blinders of complacency.

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