Author : Jennifer Valdez

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Jennifer Valdez is president of the Americas for intelliflo, a company that widens access to financial advice through leading technology powering the financial advisory experience.

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......