Millenial Investor

The Millennial Investor: Once bitten, twice shy!

Millennials are markedly different in their approach to investing than Baby boomers (Generation X), for one, they grew up and lived their most impressionable years during the great depression and saw the brunt of the housing crisis at its peak. They have also lived through the dot-com bubble and many see the markets as rigged in favour of the big guns.

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Valuefy-Blog-Advisor's Dilemma

The advisor’s dilemma – The tightrope of immediate expectations and future goals

The relationship between Wealth advisors and their clients is similar to that of a parent and a child. The client (read child) in this relationship is always tempted by the lure of quick returns and a focus on immediate expectations.

It may be the latest Crypto investment that catches the client’s fancy, or a new mutual fund with very high returns in the last year, or even a stock tip suggested by a peer. However, the advisor (parent) has to step in as the voice of reason at such times. The advisor has to help them meet their long-term financial goals while still giving them adequate short-term returns to keep them invested.

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Harnessing tech to drive the next revolution in wealth management

The wisdom of the web: The future of wealth management is data-driven

The idea of comparing and reviewing something online before making a decision haspermeated indelibly into the decision-making process of a millennial. Be it buying a hometheatre, getting health insurance, renting a home, or buying a car. The consumer of today isspoilt for choice, they make their own decisions, do their own research, and rely on the power oftechnology to make judgements, be it big or small.

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