Segmenting the Millennial Market Is Key for Advisor Opportunity
May 20, 2017 at 11:00 AM EDT
By Miss Pohlig via Iris.xyz In December 2016, the SEI Advisor Network surveyed over 600 millennial investors, aged 21-35, with minimum investable assets of $10,000, to find out how the financial services industry should perceive and plan for this next generation of investors. While there are many...