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David Lerner Associates > Age Based Info (Page 10)

News & Resources: Age Based Info

Young investors prefer humans for financial advice

Young Investors Prefer Humans for Financial Advice

Millennials have grown up, and according to 2021 survey findings by the Natixis Investment Managers, they are the focused, financially disciplined, and responsible adults in the room. The oldest members of the generation are now in their 40s and entering their peak earning years. They’ve...

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