Young clients lead to riches
Michael Dunham of Fontana Financial and Dinon Hughes of Nvest Financial
‘We have the opportunity to create the greatest impact on outcomes with millennial and Gen Z clients,' advisor says after new data revealed.
Forget the saying “rags to riches,” financial advisors! It now turns out that the younger you are, the richer you're becoming.
That’s according to data from the Federal Reserve’s 2022 Survey of Consumer Finances cited in the Cerulli Edge US Retail Investor Edition report for the firs
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