Bloomberg Surveillance · Monday, September 28, 2026
To attract younger investors who may rely heavily on technology, advisors focus on building relationships when individuals encounter more complex financial situations, such as getting married, having children, or advancing in their careers. While technology is important, professional advice becomes crucial during these life pivot points.
“I'm looking at younger investors that maybe are more hey, I can do it all with technology. I don't need somebody here. How do you approach those people?”
“I think you often see, and in fact, I think you see it in the data, that as folks acquire wealth and as they move into more complex situations, there's a point in time where they're looking for professional advice.”
“And so I think the advisors are in the marketplace making sure that they're connected. But as you get to those pivot points, you're getting married, you're having kids, or you're ascending through the workforce, you'll see the relationship connectivity really be established there.”