Younger generations are less likely to rely on traditional financial advisors than Gen X and Baby Boomers, increasingly favoring technology-driven and lower-cost alternatives. While older generations tend to place greater value on personalized, in-person professional advice, the rise of AI is expanding access to more affordable financial tools and services. As these technologies become more sophisticated, they could reshape how younger investors manage their finances and access investment advice.
Source: World Economic Forum
This graph was produced by Lucas Juery, CFA, CFPⓇ and is not intended to provide financial advice.
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