Described as investors born after 1965, this group prioritizes digital communications and broader wellness needs and is willing to work with multiple advisers.
They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies.
They also believe having an adviser they can trust is important for their financial confidence.
They are on track to replace 75% of their income, compared to 64% for Americans overall.