Report Weighs In On What Millennials Want

Post on October 19, 2016


Combination bricks and mortar/online advisory companies are in the best position to grab millennial market share, Corporate Insight, a competitive intelligence consultant, said in a report released Tuesday.

“(Hybrid firms) like Charles Schwab and Fidelity are best positioned to succeed by offering easy access to guidance, low-cost digital advice and strong web and mobile capabilities, backed by respected brand names,” said the researchers.

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