Millennials remain substantially under-invested as a generational segment. Why?
In an encore live webinar presentation, Zeldis Executive Vice President Amy Rey will discuss the findings of a recent study from the FINRA Foundation and CFA institute and conducted by Zeldis Research.
The report explores the underlying reasons for this phenomenon, and how financial advisors can help overcome the barriers to millennials owning investment accounts.
Register now for this encore live web presentation on Tuesday, March 26 at 1pm Eastern.
About the Study
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?