In an effort to help advisors better understand the investors they serve, Apex Fintech Solutions is once again combing through millions of client accounts to determine what trends got the people going heading into the summer.

The latest Apex Next Investor Outlook report found that tech stocks held strong and cruise lines caught fire in the second quarter of the year. But one of the most surprising takeaways is the measured approach taken by the youngest investors.  

Not swayed by artificial intelligence being pushed as the next big thing, the study finds that Millennials and Gen Xers are the most enthusiastic about AI, while Gen Z isn't as eager to jump on the bandwagon. 

Also new this week, Nitrogen CEO Aaron Klein stops by the Financial Planning Podcast for one of his first interviews after rebranding the firm formerly known as Riskalyze. 

In addition to discussing what the change has been like, Klein explains how advisors with no desire to be transformed into salespeople can still be engines for growth. 

Check out the story, the podcast and much more, only at Financial Planning. 

Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great weekend!

Regards,
Justin

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