Millennials & Money is an initiative designed to help financial advisors acquire and serve the next generation of clients. Millennials stand to inherit $30 trillion in wealth over the next 30-40 years,1 but who are these new investors?
- At more than 75 million strong, they're the biggest and most racially diverse generation ever.
- 58% of them classify themselves as entrepreneurs,2 while 92% are contributing their skills to companies they feel are making a difference in the world.3
- 69% say investment decisions are a way to express their social, political and environmental values.4
By cutting through the noise and diving deep inside the minds of Millennials, Millennials & Money helps advisors understand the scope of the Millennial client opportunity and the strategies to best communicate their value as an advisor to this new demographic.
If you recognize the value of reaching an audience that already represents 11% of the high net worth investors in the U.S.,4 ask your regional representative about Millennials & Money today.
1 The "Greater" Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth, Accenture, 2012.
2 "oDesk Announces New Study on Millennials and the Future of Work," May 14, 2013, upwork.com.
3 "Inspiring the New Generation Workforce: The 2014 Millennial Impact Report," 2014, The Case Foundation, casefoundation.org.
4 2014 U.S. Trust insights on Wealth and Worth® Survey.