The study shows that there is no one-size-fits-all approach to delivering financial advice, according to Naureen Hassan, who is an executive vice president and head of Schwab Intelligent Portfolios at Charles Schwab.
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In a recent survey by Charles Schwab, 75% of millennials, or those between the ages of 15 and 34, say they are more interested in using advisors than computers for help with complicated financial matters. So reports Financial Advisor.
The study shows that there is no one-size-fits-all approach to delivering financial advice, according to Naureen Hassan, who is an executive vice president and head of Schwab Intelligent Portfolios at Charles Schwab.