Brokers & Advisers Fight for Millennials' Money

At 32, Bo Lu is a millennial cautionary tale for old-school banks and brokers. A first-generation American who emigrated from China with his parents at 7, Lu lives in a world of monitors and motherboards. He graduated with a computer-science degree from the University of Illinois and landed at Microsoft. He and his engineering friends in Seattle soon went looking for an adviser who could guide them about investing their nascent savings.