Intelligence

In Five Years, 40% of Investment Advisory Clients Will Be Gen-X’ers and Millennials

According to new findings from the TD Ameritrade Institutional 2018 RIA Sentiment Survey, the demographic composition of their client base will look dramatically different five years from now. In fact, 40% of all clients will be Gen X’ers or millennials. How will this impact advisors? Are they ready for such a massive generational switch. Are the expectations of younger investors the same or different as Baby Boomers? How should investment advisors/financial planners market to younger investors? All comments welcome. Requirements: Financial planners, money managers, marketing experts, demographic experts, millennials, Gen X’ers, and Baby Boomers.