Do Investors and Advisors Have a Failure to Communicate?
"Interestingly, the top sustainable holdings differ by generation. Younger millennials invest in banking and finance (banks helping communities), housing and water preservation, whereas boomers hold clean technology, health care and pharmaceutical sustainable investments."
[COMMENTARY]This survey for Oppenheimer Funds is important reading for all advisors. It details the investment priorities of investors and what advisors think investors want. There are many misalignments.
Do Investors and Advisors Have a Failure to Communicate? By Ginger Szala, June 15, 2018, ThinkAdvisor, USA.