The number of individuals with $1 million or more to invest has risen to a record 4.4 million—and those individuals are increasingly Millennials. These younger clients are proving to be a challenge to financial managers, as they’re less loyal to advisors. Experts say this “scary” generation wants digital interactions with advisors, automated platforms for credit and mobile capabilities, and a focus on the social impacts of possible investments. (onwallstreet)
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