PIMFA, the trade association for wealth managers and financial advisers, has launched its third annual Millennial Forum research, following its Millennial Forum Conference, which was hosted by KPMG in London’s West End.

This year’s theme was ‘Life in the 21st Century’. 

The initiative began with some member firms nominating talented millennial-aged staff to join the 2018 cohort, who were then divided into four targeted research groups. Over the next ten months they examined the impact of millennials and generation-Z as the future clients and workforce for our industry.

The four groups were: owners...