With millennials poised to inherit $68 trillion, financial advisors can take these steps to attract younger clients

With millennials poised to inherit $68 trillion, financial advisors can take these steps to attract younger clients

December 9, 2021 Tami Pingree 0

Millennials stand to inherit a whopping $68 trillion from the baby boom generation.But they aren’t necessarily taking cues from their parents on how to manage their money.The proliferation of online money management platforms has given millennials more options than their parents once had.Many are opting to go it alone, according to a recent survey from…