NOT FOR REPRINT
7 in 10 millennials now prioritize human advisors over AI
News March 02, 2026 at 02:33 PM
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What You Need To Know
- Millennials are transitioning from early-career earnings to building wealth and inheriting assets.
- As they start to inherit real estate, investments, businesses and cash, advisors have an opportunity to offer holistic planning.
- Ninety-three percent of respondents said it was important for their advisor to align with their personal values and goals.