12.06.22
Millennials and Gen Xers Want Advisor Help When Inheritance Hits, Survey Shows
by: Gregg Greenberg
According to a survey by FreeWill, nearly eight out of 10 millennials and Gen Xers whose parents or grandparents work with a financial advisor and who expect to receive an inheritance are likely to seek professional help with managing their money once they have more of it. The study also found that more than 70% of respondents would prefer to work with a human advisor rather than an automated service.
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