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Millennials & Money

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.


Millennials & Money:
Reaching the next generation of clients

This presentation for advisors focuses on targeting and communicating with Millennials, and includes resources to help identify their dynamic investment needs.

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4 Ways Financial Advisors Can Win Millennial Clients

Helpful tips for engaging the next generation of investors.

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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,
3 "Inspiring the New Generation Workforce: The 2014 Millennial Impact Report," 2014, The Case Foundation,
4 2014 U.S. Trust insights on Wealth and Worth® Survey.