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Appealing to the Millennial Investor

Insights to Help Advisors Forge Connections that Matter.


Millennials are the fastest growing generation of investors, both in numbers and investible assets. So, who are these younger investors and what matters to them?

A Broadridge survey was conducted by 8 Acre Perspective to assess the current sentiment of U.S. investors. A total of 1,000 U.S. investors with investable assets of $10K+ and a household income of $25K+ completed the survey, which was fielded in April and May 2021.

IN SEARCH OF ADVICE

They are touted as the most DIY generation of investors, yet the percentage of Millennial investors who say they work with an advisor is not that different from other generations.

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And a relatively high percentage of Millennial investors indicate they are likely to use an advisor within the next two years—making them a prime target for new relationships.

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HOW THEY LIKE TO INVEST

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UNPACKING DIGITAL PREFERENCES

This is a generation that is digitally inclined. Yet, they’re not wildly different from the prior Gen X generation in their preference for online and mobile.

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Yet, there are specific digital options that appeal more to Millennials.

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DRIVING NEW INVESTMENTS

Millennial investors are more interested in trying—and even pushing for—less conventional investment opportunities.

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TAPPING INTO MILLENNIAL OPPORTUNITY

Growth-focused advisors will do well to target Millennial investors. Broadridge can help. We deliver technology-driven solutions that drive business transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.

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