Engage younger investors on their terms
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
For the first time, millennials outnumber baby boomers, thanks to robust immigration
Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth
Tech, profound shocks have changed investor behaviour
Many investors under 35 are being drawn to zero-commission online brokerages
More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies
Use these tips to meet their expectations
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
A report examines how financial planners can connect with the next generation of investors