What Does Wealth Management Mean To Millennials?

30-Sep-2015 #Globalwealth Source: Twin Cities Business

Wealth managers are starting to see the first wave of millennials as clients and some of the observations are that they are more interested in socially responsible investing than previous generations have been. Being tech savvy they want online platforms and options and are wary of management fees. Also having seen the recession, in some cases, millennials are more financially conservative.

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