Goal progression: What matters most to younger investors

Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean for financial advisers serving different generations? Dimensional Fund Advisors regularly conducts a Global Advisor Study and a Global Investor Study, collecting survey data from advisers and advisers' clients (the investors) to help advisers better understand their businesses and the industry at large. A review of the Global Advisor Study from 2015 to 2019 identified an ageing client base as one of the most meaningful challenges and stro...