Author Archive for Libby Dubick

Millenials financial advice

Millennials Want Financial Advice – on Their Terms

It’s impossible to ignore millennials, the generation born between 1980 and 2000. They are the largest generation in U.S. history, numbering nearly 80 million.

And, although they don’t have significant assets today, it’s projected millennials will control $7 trillion in liquid assets by 2020 and likely inherit more than $40 trillion from their parents and grandparents.

Over the last year we have studied millennials; reviewed the research, interviewed them (including financial advisors who are millennials) and considered their impact on our industry. Read More→