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The “great wealth transfer” is on its way to turning a multitude of young people into wealth holders, and advisors in their turn need to be ready to convert these often-novice investors into new clients.
Among the characteristics of young investors for advisors to note: putting financial security before a happy relationship, wanting capital investments that are in sync with their passions and taking a proactive approach to their own investment future.
Below are five stories that touch on what advisors should know about the emerging class of young investors.
