How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock • 3 min read
Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.
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Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.

The younger generation has high levels of confidence when investing, but more of their investments were based on unregulated information that was often obtained through social media, found research from the PIMFA’s Under 40 Leadership Committee.

The committee, made up of 20 representatives from the trade association's member firms, has spent the last eight months creating primary research with market research company Savanta to investigate...

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