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What Millennials Want In A Financial Advisor

As Millennials begin to inherit $68 trillion in wealth from their Baby Boomer parents, surveys show that the young generation is not interested in the services of Financial Advisors. Data from the Federal Reserve shows that more than two-thirds of wealthy Americans under age 45 with at least $500,000 in net worth are "self-directed" when it comes to managing their wealth.

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CNBC

Fortune

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