A recent study found that firms with Millennial advisors on their teams saw assets increase by an average of 20% annually, compared with 11% for those who didn’t.1

The Next Gen Advisor program will help leaders understand generational personalities and help them become more effective at recruiting and retaining the next generation of financial advisors.


Generations at work


1 IN Research, TD Ameritrade Institutional. (2016, Jan. 12). The Rise of the Next Gen Advisor.

2Millennials surpass Gen Xers at the largest generation in U.S. labor force, May 11, 2015, Pew Research Center.

This information is prepared by in part by an unrelated independent third party, BridgeWorks, and is provided for informational purposes only. Ivy Distributors, Inc., believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.