February 2020
The study helps advisors better understand the unique characteristics, priorities, preferences and top concerns of the next generations of investors—Millennial and Generation X investors. Nationwide’s Advisor Authority study showed that advisors today must look to the future and adapt—or be left behind. The advisors poised to succeed in the face of these challenges are those who can differentiate themselves by focusing on holistic financial planning, harnessing the benefits of Artificial Intelligence (AI) and creating the competitive advantage of a unique customer experience. Overarching everything, it is clear that the client must come first—a commitment that Hemington has been making from day one.
