Advisors: Be More Tech-Savvy with Online Learning Tools
As millennials and Gen Xers look for help with their finances, they increasingly turn to online help. While older clients might be interested in face-to-face meetings, younger generations are comfortable with technology and expect their financial advisors to be comfortable with technology as well.
Marquit, Miranda, "Advisors: Be More Tech-Savvy with Online Learning Tools" (2015). In the News. 876.