It’s no secret that younger investors approach investing differently than older investors do, but the industry overall is still squarely aimed at addressing the needs of more affluent, older investors. And while digital is playing a role in enhancing the traditional models of delivering investment advice, few are taking the digital-first approach that would resonate best with millennial investors.
Given millennials’ share of the available retirement market and the fact that they represent the future of the wealth management franchise, understanding what is important to them can help retirement service providers not only capture more of the mass affluent retirement market, but also establish a strong foundation for building relationships with the next generation of investors.
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