 They’re looking for solutions unique to their situations, not cookie-cutter solutions they can find on the Internet."
Sheila Spainhour Shaffer, executive vice president for wealth management at Janney Montgomery Scott
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Misperception of Millennials Skews Financial Advisors' Strategies: SIFMA Panel
Michael S. Fischer | ThinkAdvisor, April 2014
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Summary: Courting millennial investors is a key challenge confronting the financial services sector. Industry professionals on Thursday discussed what these young investors want from their financial services firms during a panel discussion at SIFMA’s private wealth conference in New York.
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