Laura Suter: Addressing financial advisers' millennial dilemma
A financial adviser wishlist
Laura Suter: "I do understand the dilemma currently facing financial advisers – millennials like myself are their future clients but not profitable prospects at present."
Much as she might dislike the label, Laura Suter is a millennial and that means her expectations of a financial adviser are going to be significantly different to those of her parents
At some point I am going to need a financial adviser. Sadly, my wealth is too small to trouble the door of most at the moment but I would plan to in the future - both for tax-planning help and also because,...
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