B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Dated
71%
71% -- share believing portfolio too complicated for robo advisor for high-net-worth and HENRY millennials (2022)
71% of surveyed high-net-worth and HENRY millennials believe their investment portfolio is too complicated to be trusted to a robo-advisor.
Attribution:
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Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
71%
Unit
Percentage
Data Vintage
2022
Entity
Sample Size
1,000
Geography
North America
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
95
Source Trust
60
Citation Chain
60
Independence
30
Methodology
45
Freshness
95
Source
RBC Wealth Management–U.S.
Primary
Tier A
https://www.rbcclearingandcustody.com/en-us/article/millennials-and-wealth-how-next-generation-clien… ↗
Source Article
Millennials and wealth: how next-generation clients—and advisors—are forging ahead
Millennials and wealth: how next-generation clients—and advisors—are forging ahead
InvestingPrepare for the future of wealth management by understanding priorities of next generation clients and advisors.
“Stereotypical” millennials, at times thought to be indulgent and financially unprepared for th…
Original Research
RBC Wealth Management–U.S.
· Original study ↗
Methodology
RBC Wealth Management Millennial Mindset Survey
Methodology documented
Segmentation
IndustryFinTech
RegionNorth America
Cite this stat
Plain Text
high-net-worth and HENRY millennials: 71% share believing portfolio too complicated for robo advisor. Source: RBC Wealth Management–U.S. (2022). Via Lighthouse Intelligence -- https://lighthousedata.io/data/millennials-robo-advisor-distrust
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<blockquote cite="https://lighthousedata.io/data/millennials-robo-advisor-distrust" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>71%</strong> -- share believing portfolio too complicated for robo advisor for high-net-worth and HENRY millennials<br><small>Source: RBC Wealth Management–U.S. (2022) · <a href="https://lighthousedata.io/data/millennials-robo-advisor-distrust" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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