Misperception of millennials skews advisors’ strategies
April 15, 2014 by Michael S. Fischer
Courting millennial investors is a key challenge confronting the financial services sector.
Industry professionals on Thursday discussed what these young investors want from their financial services firms during a panel discussion at SIFMA’s private wealth conference in New York.
Michael Liersch, director of behavioral finance at Bank of America Merrill Lynch, noted that a strong misperception about millennials was that they were very different from their parents.
Originally Posted at LifeHealthPro on April 15, 2014 by Michael S. Fischer.
Categories: Industry Articles
