08.25.21
Investors Demand More Diversified Products, Customized Advice: Study
by: Michael S. Fischer
Investors in the United States and Canada increasingly expect comprehensive and more personalized offerings from their financial advisors, according to the results of a survey from Accenture. The survey found, among other things, that 97 percent of Gen Zers, 91 percent of Millennials and 85 percent of Gen Xers expect their advisor to offer banking and insurance products, compared with only 47 percent of Baby Boomers. Younger investors were also more likely to be interested in products that align with their lifestyle preferences, including sustainability.
Read the full article on Think Advisor.