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Can Clients Have Principles and Performance? Younger Generations Think So

Can Clients Have Principles and Performance? Younger Generations Think So

Put your money where your … beliefs are? 

Gen Z and millennials seem to be on board, viewing faith-based investments as more appealing than older generations do, according to a recent Crossmark survey. Many younger investors are even seeking advisors who can help prioritize values in the portfolio-building process, with a significant portion likely to choose an advisor that offers values-based investing over one that doesn’t. Advisors with younger clients said this trend is visible in their practices, and they’re finding ways to accommodate them without meaningfully sacrificing performance. Those who ignore this trend, or outright dismiss values-based investing, risk alienating an important client segment, said Crossmark CEO…

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