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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
Despite an up-and-down market in the last year, investor confidence is on the rise. Surprisingly, though, confidence levels aren't being driven by older investors; rather, they're due to a surge in investor confidence among younger generations. This FA Magazine article explains why younger people are so bullish about investing — and what this could mean for the industry.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
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September 8, 2024
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June 7, 2024
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May 7, 2024
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.