Millennials are on the cusp of surpassing Baby Boomers as the largest adult generation in America.
Yet the soon-to-be largest generation in the nation remains substantially under-invested.
Join us for a FREE Webinar on January 24 at 1pm to discuss the findings from this report from the FINRA Foundation and CFA Institute exploring the financial behaviors and attitudes of three millennial groups—those with no investment accounts, those with only retirement accounts, and those with taxable investment accounts (most of whom also have retirement accounts).
It also compares millennials with taxable investment accounts to Gen Xers and baby boomers with taxable accounts to determine how the investing behavior of these three generations differs.
Among the questions addressed in this new research study:
- Beyond income constraints, what barriers, perceived or real, prevent millennials from owning investment accounts?
- Do millennials’ views on investing differ from Gen Xers and baby boomers?
- Within the millennial generation, are there significant demographic differences in investing behaviors and attitudes?
- How do millennials view the financial services industry and financial professionals? And what do millennials think about emerging financial technologies, like robo-advisors.