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Social Advisor Survey

Social media has moved from the periphery into a critical tool for business development and client service for almost all advisors.

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Headlines you need to know this week   —   April 16, 2019

Health savings accounts on the rise
Health savings accounts are on the rise. According to a recent study, the number of accounts totals 25 million, representing a 13% increase from a year earlier. Assets also grew 19% to $53.8 billion. Employer contributions also increased, the report found. The number of HSAs is projected to rise to 30 million by 2020.
Financial advice helps boost retirement confidence
Most Baby Boomers who work with a financial advisor are confident about retirement. In its annual Boomer retirement survey, the Insured Retirement Institute found that a significant number of Boomers lack a financial plan. Most (70%) respondents working with an advisor have a savings goal. Among individuals without an advisor, only 25% have a goal.
Many investors want custom communications
Financial advisors are using more technology to communicate with clients and are more focused on customizing those messages, according to a new study. More than half of investors surveyed noted they receive some advisor communications tailored to their needs and goals. Respondents also reported a growing use of social media. Many Millennials (more than onethird) said they use a smartphone to read communications, compared with 21% of Gen X and 7% of Baby Boomers.

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