PW Whitepapers



December 2017


What Every Advisor Needs to Know About the Next Generation of Investors

Out of the mouths of millennials…
We surveyed more than 600 millennial investors from age 21 to 351. They told us about their lives, financial concerns, preferences and trigger points for seeking an advisor. 
And guess what?
If you have unflattering biases about them now, you’ll be surprised to learn about their potential impact on the industry.