Great comment here thanks for sharing that.

Yes it's definitely not ALL, but most.

I work alongside a few and they are very welcome to it and even encourage their clients to take a small amount into self-custody.

It will all change I'm sure but it'll likely be too late for most advisors by then.

Just my opinion here but it doesn't seem like the younger generation will ever have a financial advisor or even a traditional bank account.

Reply to this note

Please Login to reply.

Discussion

That might be true for some, but surprisingly 18-30 year olds have been very willing to pay for financial advice and work with me.

I’ve seen quite a few advisors specializing in that.