Top financial priorities include home ownership and retirement savings
Boomers, Gen X and Gen Y say retirement begins before 65
45% of younger Canadians have yet to start saving for retirement
Embracing technology will be particularly important
Adapt to their way of thinking and address their individuality
Pay attention to the differences among boomers, generation Xers and millennials when prospecting or working with clients
Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares to retire. But as the boomers begin to settle into retirement, financial advisors will need to shift their focus to younger generations, who will have a growing pool of assets […]
The new generation of clients is eager to start saving and investing