How advisors can use technology to seize their opportunity with Gen Z
It's vital for advisors to develop relationships with the next generation of investors and carve out a niche for their business.
As generational wealth transfers from older adults to younger people, and a wave of new investors emerge, it is increasingly vital for advisors to carefully consider their approach to engaging with clientele whose worldview greatly differs from that of their parents.
For advisors, who on average
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