"That doesn't mean it will be easy. Younger clients have different ideas of what will make them happy in life, according to Kate Holmes, founder of Las Vegas-based Belmore Financial. Some get married late or not at all; other choose to not have kids.
“There's a big shift happening in terms of what people are doing and what decisions they're making,” she said.
Planning-centric conversations with those younger investors are key to meeting their needs, according to Ms. Holmes. Financial needs, wants and questions constantly arise: auto insurance premiums, iPhone 6, travel rewards, credit cards."