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Data Snack: What do Millennial and Gen Z investors look for in their financial advisor?

  • Today, only 14% of advisory clients are Millennials and Gen Z.
  • But with the 'great wealth transfer' underway, financial advisors cannot afford to ignore this new breed of investment clients.
Lindi Miti | February 14, 2023
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Data Snack: What do Millennial and Gen Z investors look for in their financial advisor?

 

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