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Wealth Professional | 23 Mar 2017, 08:15 AM Agree 0
Five millennial traits and tastes are affecting the way they receive financial advice
  • TDT | 23 Mar 2017, 10:49 AM Agree 0
    financial planning is just not about investing.
    yes younger generation may like robo-investing or similar type - convenient, fast, mobile, etc
    but I would suggest 90% of these "investors "do not have the solid foundation to even start to invest - eg emergency funds set up or life insurance protection.
    they never had to deal with a meltdown - in 2008 many were just in their teens - they did no have to live through it.
    a 25 - 28 year old today in 2017 - is thinking what housing crises??
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