Young, striving adults who are tech-savvy but not yet well established can be fertile ground when it comes to adding new clients. Even the boomers started out poor
It would be a mistake to ignore this growing demographic group
Although there are misperceptions about this demographic, data show that these young adults are on track just the way baby boomers were 30 years ago
Most young people are looking for financial advice
Millennials say they are least confident in their understanding of how specific types of investment income are taxed
Millennials might not be affluent yet, but they represent the future for financial advisors. Whether these tech-savvy clients inherit money or develop successful careers, this group's members want advice - but they want it their way
While older clients may have more assets, younger clients represent growth for advisors, says a new study
New research finds three reasons for increasing the proportion of younger clients in advisors’ books
The younger generation sets bigger savings target for retirement than boomers
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why account minimums may damage your business by diverting millennial clients away from top-tier advisors. He gives tips on navigating account minimums going forward.