Investment Executive Article – “How to engage young adults in the financial planning process”

Financial advisors need to adopt and leverage new technology strategies to reach a younger audience


Young adults aren’t saving their money, and while governments may be trying to educate students by integrating financial literacy into the school curriculum, the financial planning process remains a fairly dry subject for most. In turn, financial advisors need to recognize that young adults embrace technology and, therefore, advisors must use this medium to connect with younger investors.

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