Why Independent Advisors Are Best Suited to Serve Next-Gen Clients
The financial advisory landscape is evolving, driven by the shifting preferences of younger generations. Millennials and Gen Z—often referred to as “next-gen clients”—bring fresh priorities and expectations to the table. For financial advisors, adapting to these changes is crucial. Among the various types of advisors, independents are uniquely positioned to meet these clients’ needs, thanks […]