Full Report—Uncertain Futures: 7 Myths about Millennials and Investing
This report from the FINRA Foundation and CFA Institute explores 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. The study examines the pathways that millennials follow to investing, their perceptions about financial professionals, and their knowledge and interest related to selected investing innovations, including robo-advisors.
Size: 2.41 MB
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