Young Investors Are Waiting for Major Life Milestones to Seek Advisors

High-net-worth investors under the age of 45 are waiting until major life events such as buying a home to seek help from a financial advisor, and are more likely to find advisors on social media, according to a Dynasty Connect survey.

Young Investors Are Waiting for Major Life Milestones to Seek Advisors
High-net-worth investors under the age of 45 are waiting until major life events such as buying a home to seek help from a financial advisor, and are more likely to find advisors on social media, according to a Dynasty Connect survey.