When it comes to engaging clients about investments that are important to them, a majority of advisors (74%) said they discuss SRI and ESG with millennials and 60% said they have that conversation with Gen Xers. Only 40% broach those investment options with boomers.
The online survey, conducted in September, included 942 independent investment advisors who custody assets with Schwab representing a total of $366 billion in assets under management. Participation was voluntary and not incentivized.
Advisors Are Bullish On Future Growth For The Industry
November 7, 2019
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