Planning for a successful retirement is about far more than ensuring you have enough money

How can financial advice businesses build a bigger audience — and their client base? By having a niche, says Matt Halloran, and targeting th

We all have a tendency to pigeon-hole people. Millennials — those born between 1981 and 1996 — are a good example. Stereotypes abound. But what does this age group really think about investing and financial advice? What are Millennials looking for in a financial advice firm? And what can advice firms to make themselves more appealing to younger clients? A study of US investors conducted by the FINRA Investor Education Foundation and CFA Institute challenges preconceptions. Th