4/3/2013

Financial planners age 47 and younger are more likely to win referrals from clients than are baby boomer advisers, and they have an average of $8 million more in assets under management, a survey from Fidelity Investments found. The key edge the Generation X and Y advisers appeared to hold over their older counterparts, the survey found, was the use of technology to automate parts of their practice.

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