Why investors don’t work with financial advisers
Demographics of who has a financial adviser
Do you currently have a paid financial adviser?
Yes: 30%
No: 70%
Demographics who have a paid financial adviser:
• Men: 35%
• Women: 25%
• Baby boomers: 36%
• Millennials: 31% • Gen Zers: 29% • Gen Xers: 24%