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