We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published in The Wealth Management 2017 Yearend Outlook. The article “The Dangers of Advisors Lumping Together Generation X and Millennials” explores the importance of differentiating between these two demographics of clients.
About Securities Service Network, LLC (SSN)
Based in Knoxville, Tennessee, Securities Service Network (SSN), LLC is an independent advisory and brokerage (IAB) firm founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space. SSN serves experienced, tax-savvy financial planners seeking to grow as independent entrepreneurs, while retaining organizational simplicity in their businesses. In addition to providing a comprehensive range of back and middle office services, SSN also facilitates opportunities for its affiliated advisors to collaborate with other members of its advisor community who have tax advisory credentials and expertise to drive holistic solutions for end clients.
SSN supports over 400 independent financial advisory practices and more than $15 billion in advisory and brokerage client assets, and its affiliated advisors serve mass affluent and high net worth individuals, families and business owners across the country. SSN is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), and has been honored for multiple consecutive years as a top independent firm, as rated by financial advisors, on WealthManagement.com, a leading industry media outlet. For more information, please visit www.joinssn.com.