Older investors are upping their financial planning game byturning more frequently to modern tools. And whether they like itor not, financial advisors will have to follow.

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That’s according to the report “2015 Wealth Management forConnected Investors” from CRM company Salesforce, which said thatalthough “generational fault lines emerge” in how the variousgenerations manage their investments and interact with advisors,even older investors are increasingly turning to the use of modernfinancial planning tools as a means of choosing an advisor.

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According to the study, millennials lead the way in seeking advisorswho use such tools as self-modeling and automatic portfolio rebalancing, with 89percent looking for such advisors. What might be surprising,however, is that Gen Xers (83 percent) and even boomers (71 percent)aren’t far behind.

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There are substantial differences in other aspects of thefinancial planning process that millennials consider important,such as choosing an advisor who has online advisor reviews—77percent of millennials look for those, compared with just 53percent of boomers.

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And while the ability to make investment decisions via e-mail(32 percent of millennials want that, compared with just 13 percentof boomers) and websites (27 percent of millennials but only 4percent of boomers) are important, the majority of investors stillrely on the old-fashioned face-to-face and phone contacts withadvisors.

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But that loss of face time shows. Just a third of millennials(33 percent) say they’d even recognize their financial advisors ifthey passed them on the street, compared with 65 percent of babyboomers.

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And whether it’s related to spending personal time with them ornot, both millennials and GenXers have less trust in their advisorsthan do boomers, with just 49 percent of millennials and 50 percentof GenXers trust their advisors to have their best interests astheir priorities. Boomers, on the other hand, are more trusting,with 72 percent believing their advisors are looking out forthem.

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When it comes to an aggregated approach to viewing all theirinvestments, only 32 percent of investors have access to onewebsite that can show them everything. And almost half of investorsremain tied to the decidedly low-tech data storage methods offolders, shoeboxes and other home storage options.

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