Millennials are ready to bring their advisor to the family table
June 3, 2026 by Ayo Mseka
Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step. This is according to an Advisor Authority study, powered by the Nationwide Retirement Institute.
Six in 10 millennials who have financial professionals said that they would welcome their advisors to facilitate financial planning conversations among family members, compared to only 32% of Generation X and 16% of baby boomers and older who feel the same.
Originally Posted at InsuranceNewsNet on Jun 1, 2026 by Ayo Mseka.
Categories: Industry Articles
