Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Study shows Millennials want advisers to educate them

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. The report, entitled Uncertain Futures: 7 Myths about Millennials and Investing is required for any firms looking to target this segment of the market. Given that Millennials in the US are due too inherit $30 trillion over

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