RIAs Are Missing Opportunities to Bring In Younger Investors
by Logan Burgess
May 9, 2023
Nearly two-thirds of Millennial and Gen Z investors recognize the value of working with an advisor—but according to new research from Fidelity Investments, only one in five advisors has an asset-weighted client age under 60. But even though younger investors are hungry for financial guidance, RIAs haven't made much progress in capturing their business. This article from RIA Intel takes a closer look at why RIAs are missing opportunities to bring in the next generation.
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.