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It’s no secret the financial services sector is an aging industry. According to industry reports and analysts, there are currently more financial professionals aged 70 and older than there are younger than 30. The inclusion of millennials into the financial sector is critical – both from a succession planning standpoint and because this unique generation offers a strategic relationship-building opportunity with young investors and clients over the long-term.
I checked-in with some of the millennial professionals here at Univest Wealth Management. Over the course of a three-part series on our blog, we’ll hear their opinion on a variety…
The generation of the Internet age is one of the largest and most diverse in the U.S. Although Millennials have been defined by a relationship to technology, the generation has been steadily redefining adulthood. Millennials have adapted and endured in a post-recession economy, their social and global values have inspired change in the labor market, and now one-third of Millennials are living in a parent’s home.
For the first time in the Modern Era, this is the most common living arrangement for 18 to 34-year-olds. This new normal has not come without its challenges. Many are saddled with…
