The net worth of the millennial generation is projected to increase from $4 trillion in 2015 to $20 trillion by 2030. But according to Jefferson National’s 2016 Advisor Authority, a comprehensive survey of 1,400 RIAs, fee-based advisers and individual investors, nearly half of this generation does not work with an adviser to manage their finances.
The door is open for advisers to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.
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