Millennial, Gen X and Baby Boomers present significant opportunities to advisors who are able to understand and adjust to their unique needs.
1 “Millennials and Wealth Management: Trends & Challenges of New Clientele.” Deloitte, 2016.
2 “Is the Financial Services Industry Ignoring Gen X?” Mintel, 2016. http://www.mintel.com/blog/finance-market-news/is-the-financial-services-industry-ignoring-gen-x
3 “Millennials More Bullish on Market & Confident of Investment Knowledge Than Boomers. Securian, 2016. https://www.securian.com/sites/securian/about-us/newsroom/news-releases/generational-investing-knowledge-survey
4 “9 Baby Boomer Statistics That Will Blow You Away”. The Motley Fool, 2017. https://www.fool.com/retirement/2017/07/29/9-baby-boomer-statistics-that-will-blow-you-away.aspx
5 “Aging Baby Boomers, Rising Millennials Will Shake Up the Investment Landscape.”
The Street, 2016. https://www.thestreet.com/story/13684738/1/aging-baby-boomers-rising-millennials-will-shake-up-the-investment-landscape.html