Millennial Saving & Investing Habits

What Today’s Financial Advisors Need to Know About the Next Generation of Investors

The millennial generation can often be a mystery. Many industries are adjusting their
strategies, products, and communications to appeal to millennials. When evaluating the generation from a wealth management standpoint, several questions are commonly asked. Do millennials take investing seriously? Should we take them seriously? Are they savers, playing the long game, or spenders looking for near term gratification?

This analysis aims to paint a picture of the millennial generation and their financial well-being. For the wealth management community, the survey’s results can provide insights into how to better serve the burgeoning millennial generation. For millennials themselves, it may serve as a benchmark for their own financial aspirations.

Download the Survey Report for more insights and visuals: