Millennials, on the cusp of surpassing Baby Boomers as the largest adult generation, remain substantially under-invested as a segment. Why? A new report from the FINRA Foundation and CFA Institute, conducted by Zeldis Research, explores this question and more. Discover new findings about millennials’ financial behaviors and attitudes in a free webinar January 24 at 1 pm.
The study looked at three millennial segments by their current investment holdings, in comparison to Baby Boomers and GenXers with similar investments.
The webinar will explore:
- 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?