Millennials are set to inherit record wealth; the generations to follow already have questions and curiosities about how markets work. Trouble is, sales-obsessed traditional banks haven’t stepped up to show them the ropes. Kelly Lannan, Vice President, Young Investors at Fidelity Investments, explains how to change that and talks about the new Fidelity Spire app, focused on helping young adults save, plan and invest for short- and long-term goals.
