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Generation "X" Marks the Spot: Managing Relationships with the Forgotten Generation

This report will examine the attitudes and behaviors of Gen X investors and how their concerns and past experiences have shaped their future expectations from advisors. It will also explore how they like to communicate with their advisors, including social media and mobile technology, as well as an overview of their existing portfolios.


To see the table of contents of this report, click here.


Other Reports You Might Be Interested In: 

The Investing Habits of Millennials

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The Gen X Investor and Their Education Level