Why Gen Y & Z Still Want Real Financial Advisors

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Financial Services Intelligence Update

J.D. Power

19 episodes

6 days ago

Financial Services Update is a quick, focused listen that delivers the latest insights across banking, payments, wealth and lending. Join industry experts like Jennifer White, John Cabell and many others as they break down customer experience data and share practical takeaways for businesses.

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Why Gen Y & Z Still Want Real Financial Advisors | Ep 15

Financial Services Intelligence Update

5 minutes 49 seconds

6 months ago

Why Gen Y & Z Still Want Real Financial Advisors | Ep 15

Despite growing up with tech, younger investors are asking for real financial guidance. Kapil Vora, Senior Director at J.D. Power, shares key takeaways from the 2025 U.S. Investor Satisfaction Study and what it means for the future of wealth management.

Highlights:

Why DIY investors want real financial advisors?
What leading firms are doing right?
How can your firm adapt?

Read the full press release: https://www.jdpower.com/business/press-releases/2025-us-investor-satisfaction-study

Explore our investor analytics: https://www.jdpower.com/business/wealth-management-platform

Follow for more financial services updates!