Financial Marketing Agency Blog | Marketing Wiz

RIAs Are Missing Opportunities to Bring In Younger Investors

Written by Logan Burgess | May 9, 2023 2:00:00 PM

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.

[Read The Article]