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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 the next 30 years, that should surely be most of them.

There’s a very good summary of the report and what it means for advisers by the Paul McCaffrey on CFA Institute’s Enterprising Investor blog. What younger investors want primarily, he writes, “are financial educators. They want advisers who will fill in their knowledge gaps, keep their interests at the forefront, and customise approaches to meet their needs.”

You can read Paul’s report here:

Adviser 2.0 is produced by Regis Media, a boutique provider of content and social media management to financial advice firms around the world. For more information, visit our website and YouTube channel, or email Sam Willet or Christina Waider.

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