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An opportunity for wealth managers to better service millennials

26 Jun ’17
An opportunity for wealth managers to better service millennials

According to a Deloitte study on wealth management and millennials, nearly six in ten people of this generation would change his or her bank relationship for a better technology platform solution. In a different report, by Telstra, researchers found that 67 per cent of this generation prefer to receive advice on financial products and services via a digital platform.

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