Back to Blog

Retaining or Attracting Millennial Clients During the Great Wealth Transfer

A response from:
Matt HinkleyCo-founder, CEO

Financial advisors should be looking at the advancement of technology positively. It can provide lower fees, quicker trades, more liquidity, and more opportunities for investment with less effort from the advisor. I see this less as a pivot for the advisors but more of a transition, and those that learn and embrace themselves in the technologies that make sense, will see a positive outcome for their clients.

Read full article