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1) The investor of the future
Gen Xers and Gen Yers think about advice differently from previous generations and expect to interact with their adviser in different ways, the report states, by having access to multiple channels and serveral advisory models at the same time and not just using one adviser, but also talking with peers, experts and social media.

These generations also want to stay in control of their financial lives and understand the advice they receive and make important decisions themselves. They are reluctant to buy discretionary services and they are increasingly comfortable conducting their own research, the report adds.


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