What millennials want from their advisors: Nationwide

March 5, 2019 by Michael Fischer

Millennials with investable assets of $100,000 or more have needs that it behooves financial advisors to take note of if they want them as clients, according to a special report from the annual Advisor Authority Study commissioned by Nationwide Advisory Solutions, formerly Jefferson National.

“Year over year, RIAs and fee-based advisors say that adding new clients is the number-one driver of profitability, and millennials are a prime target,” Craig Hawley, head of Nationwide Advisory Solutions, said in a statement. “But this generation faces distinct challenges and fosters unique preferences — which advisors must understand in order to build productive relationships.”

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Originally Posted at Benefits Pro on February 26, 2019 by Michael Fischer.