The first look at the newest generation of investors. How will they differ from Millennials and other generations in terms of investing? Are they using an advisor and if not, when do they anticipate hiring one? How likely are they to inherit assets in the next 5 to 10 years? If they do receive an inheritance in the next 5 to 10 years, what are their advisor plans? What would impact their decision as to when to start working with an advisor?
For more information or to purchase, please contact Randy Wostratzky at firstname.lastname@example.org or 224.544.5195 or Kathy Dordick at email@example.com or 224.544.5346Read More