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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Key Data That Explains Millennial Investing

Millennials (anyone between the ages of 23 and 38 years old) are a maturing, wealth-accumulating demographic. RIAs who want to engage the next generation of investment clients can’t afford to overlook this market segment, and it’s important that your firm’s messaging aligns with your target audience.

This in-depth report from Investopedia provides valuable data around how millennials view retirement, financial advisors, and investment education.

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Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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