How to connect with millennials

Some joker said that pitching a financial plan to a Millennial (also known as Gen Y) needed to be done in 140 characters and involve at least four emojis. Like all jokes, there is a GIF of truth in it. But today’s Millennials are tomorrow’s clients. They  think differently about a lot of things, such…

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7 Top tips and tactics for young investors

Discuss the topic of investing with a group of young adults, and you’ll find most of us will agree that in our twenties and thirties, we’re often so absorbed in the here-and-now that it’s hard to picture a date far ahead in the future. However, “one day” when our retirement years start inching closer, we’ll…

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