Millennial Investors More Likely Than Baby Boomers to Involve Financial Advisors in Family Financial Planning
A new study reveals that nearly four times as many Millennials as Baby Boomers want their financial advisor to facilitate family financial planning discussions. This generational divide highlights differing approaches to intergenerational wealth transfer and estate planning. The findings suggest a growing need for advisors to play a more active role in aligning family financial goals.
Topics: Baby Boomers financial advisors generational wealth transfer Millennials retirement planning