FA Center: Why would a financial planner team up with a nutrition coach? To attract Millennials, of course.
Many financial advisers are pursuing a once-overlooked market segment: early-career professionals who welcome expert advice on budgeting, financial planning and basic investment management, even if they haven’t amassed much wealth. To attract these up-and-comers, many of them in their late 20s and early 30s, advisers are expanding their services. Just promising to help young folks […]
Continue Reading