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Younger Investors Want FAs to Discuss More Topics

Sunday, Sep 06 2020
Practice Management
Written by  PFA News

Millennial investors and those from Gen Y are looking for financial advisors to broaden the scope of their conversations. Doing so can help deepen trust and increase satisfaction. So reports the National Association of Plan Advisors. 

business 3560925 640The finding comes from a new report, entitled Future of Client-Advisor Relationships, from AIG Life & Retirement and the MIT AgeLab. The study is based on a survey of more than 2,000 people ages 30 and 75. 

https://www.lifeandretirement.aig.com/financial-professionals/mit-age-lab-study
In addition to traditional topics related to financial and retirement advice, investors are looking to engage advisors about their career, health, future care, housing, and identity protection.

Read the full article from the National Association of Plan Advisors.

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