Millennials are entering the investment scene in earnest. And they are demanding changes in it, as they have in just about every other industry.

From a love of all things digital to a desire for self-directed investing, wealth management firms should prepare now to create a different client experience for this demographic.

But in today’s digital world, a one-size-fits-all client experience—even within a demographic—simply does not work. In our latest paper, we’ve examined the data on how Millennials view and manage their money from our Wealth in the Digital Age Investor survey to provide the beginnings of a road map for wealth advisors.