Goal progression: What matters most to younger investors

Many advisers are trying to win over and retain more younger clients

clock • 4 min read

Music, movies, and fashion aren't the only things dividing generations, writes Gordon Titman. Here he explores the investment differences between older and younger clients...

Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean for financial advisers serving different generations? Dimensional Fund Advisors regularly conducts a Global Advisor Study and a Global Investor Study, collecting survey data from advisers and advisers' clients (the investors) to help advisers better understand their businesses and the industry at large. A review of the Global Advisor Study from 2015 to 2019 identified an ageing client base as one of the most meaningful challenges and stro...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Darius McDermott: What will be the biggest story of 2025?

Darius McDermott: What will be the biggest story of 2025?

'There is a lot to watch in the year ahead'

Darius McDermott
clock 02 January 2025 • 6 min read
FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read