Morningstar’s Kapoor on Millennials: “You Need to Have These Clients”
May 16, 2022 at 18:07 PM EDT
Younger people are becoming more interested in investing, and people in the 25 to 34 age group will be the types of investors that financial advisors should court and focus on, according to Morningstar CEO Kunal Kapoor. In Monday’s opening keynote address at the Morningstar Investment...