Independent advisers’ plans for growth
Client outlook
Advisers expect millennials to lead the way when it comes to personalization, followed by baby boomers, Gen X and then Gen Z:
Millennials: 38%
Baby boomers: 26%
Gen X: 22%
Gen Z: 10%
Advisers expect millennials to lead the way when it comes to personalization, followed by baby boomers, Gen X and then Gen Z:
Millennials: 38%
Baby boomers: 26%
Gen X: 22%
Gen Z: 10%