Much has been made about how advisors must learn how to appeal to the up-and-coming generation of investors. One fund firm decided it needed to assist that effort.

Overland Park, Kan.-based Ivy Funds teamed up with generational research firm BridgeWorks to develop an online platform designed to inform advisors -- many of whom nearing retirement themselves -- about what makes millennial investors tick.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access