Why Gen Y & Z Still Want Real Financial Advisors | Ep 15 episode artwork

EPISODE · May 7, 2025 · 5 MIN

Why Gen Y & Z Still Want Real Financial Advisors | Ep 15

from Financial Services Intelligence Update · host J.D. Power

Despite growing up with tech, younger investors are asking for real financial guidance. Kapil Vora, Senior Director at J.D. Power, shares key takeaways from the 2025 U.S. Investor Satisfaction Study and what it means for the future of wealth management.Highlights:Why DIY investors want real financial advisors?What leading firms are doing right?How can your firm adapt?Read the full press release: https://www.jdpower.com/business/press-releases/2025-us-investor-satisfaction-study  Explore our investor analytics: https://www.jdpower.com/business/wealth-management-platform Follow for more financial services updates! 

Episode metadata supplied by the publisher feed · Published May 7, 2025

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Why Gen Y & Z Still Want Real Financial Advisors | Ep 15

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