New Envestnet Research Reveals Financial Nihilism Among Some Millennials

May 17, 2022 by Jeff Berman

There is good news and bad news for advisors when it comes to getting their clients on the road to living an “Intelligent Financial Life,” according to Envestnet and Jason Dorsey, president and co-founder of The Center for Generational Kinetics in Austin, Texas.

The good news is there’s a significant opportunity out there to reach new clients who don’t have an advisor. The bad news is it may be extremely tough to reach at least some of them, especially millennials, according to the results of the first national study on the Intelligent Financial Life, a major theme stressed by Envestnet at its Advisor Summit in Charlotte, North Carolina last week.

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Originally Posted at ThinkAdvisor on May 16, 2022 by Jeff Berman.