Sponsored by Cetera Financial Group
Are you invested in Millennials? The Census Bureau recently announced that Millennials have officially surpassed Baby Boomers as the largest generation yet. After having focused on Baby Boomers for decades, financial professionals must now readjust their focus and revise their future strategies.
As you will see in this whitepaper, Millennials are optimistic about, and planning for, their financial futures. Considering they came of age in the country’s worst economic crisis since the Great Depression, it is understandable that they may be wary about dealing with a financial advisor and are ideally seeking one who shares a commitment to honesty and open communication. They are also comfortable with and trusting of technology, which significantly affects how they communicate and make decisions.
This whitepaper provides insights into the Millennial mindset regarding:
- What types of advisors are they choosing
- When do they seek advice from a financial advisor
- What is their view on robo-advisors