Press Release: Fidelity Charitable : Study Finds Next-Generation Investors Are Seeking Financial Advisor Guidance on Charitable Planning

BOSTON--(BUSINESS WIRE)--Compared to their Baby Boomer+ counterparts (those age 58 and over), Generation Y and Z investors (ages 21-41) are more likely to seek guidance from financial advisors that goes beyond investment management. That includes charitable planning as an important goal, according to a recent report by Fidelity Charitable®, an independent public charity and the nation's largest grantmaker. As their wealth and financial complexity grows, the number of advised young investors may