Skip to Content

How Can Financial Advisors Better Serve Millennial Clients?

XY Planning Network CEO and co-founder Alan Moore talks trading trends, the fiduciary standard, and how advisors can accommodate a new generation of investors.

The CEO and co-founder of XY Planning Network and AdvicePay, a compliant payment processor for financial advisors, Alan Moore discussed his efforts to support younger investors with tailored, affordable services on Morningstar's The Long View podcast. 

Catering to clients without investable assets, Moore's business model breaks from the mold and offers younger investors access to fiduciary financial advice--regardless of their accumulated wealth. Unpacking this model, Moore explained how generation X and generation Y investors differ from their forebears when it comes to trading fervor, attitudes toward environmental, social, and governance investing, and attraction to niche markets.