Keys to attracting millennials: fiduciary model, holistic planning

August 24, 2016 by LifeHealthPro Editors

Young Gen X and millennial investors demand a holistic and fiduciary approach to financial planning and appreciate the benefits of merging innovative technology with guided advice, according to new research.

Jefferson National unveils this finding in a new its second annual “Advisor Authority Study.” Conducted by Harris Poll, the report surveyed 1,400 RIAs, fee-based advisors and individual investors. The report identifies top concerns, distinct needs and unique preferences of different generations of investors, to help advisors earn the trust and business of this emerging market.

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Originally Posted at LifeHealthPro on August 24, 2016 by LifeHealthPro Editors.