Millennials – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 29 Jul 2024 14:07:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Millennials – Investment Executive https://www.investmentexecutive.com 32 32 Capturing the mass affluent wealth segment https://www.investmentexecutive.com/inside-track_/david-reeve/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

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]]> Surge in newcomers slows population aging: StatsCan https://www.investmentexecutive.com/news/research-and-markets/surge-in-newcomers-slows-population-aging-statscan/ Wed, 21 Feb 2024 17:01:37 +0000 https://www.investmentexecutive.com/?p=480803 For the first time, millennials outnumber baby boomers, thanks to robust immigration

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]]> Is financial planning ready for a new generation? https://www.investmentexecutive.com/inside-track_/tashia-batstone/is-financial-planning-ready-for-a-new-generation/ Mon, 31 Jul 2023 19:00:38 +0000 https://www.investmentexecutive.com/?p=469387 Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

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]]> Does growth in self-managed accounts defy need for advice? https://www.investmentexecutive.com/inside-track_/ian-russell/does-growth-in-self-managed-accounts-defy-need-for-advice/ Mon, 16 Jan 2023 20:00:55 +0000 https://www.investmentexecutive.com/?p=458654 Tech, profound shocks have changed investor behaviour

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]]> Younger Canadians taking more speculative approach to investing, report finds https://www.investmentexecutive.com/news/research-and-markets/younger-canadians-taking-more-speculative-approach-to-investing-report-finds/ Wed, 21 Dec 2022 19:48:41 +0000 https://www.investmentexecutive.com/?p=457906 Many investors under 35 are being drawn to zero-commission online brokerages

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]]> Commission-free trading driving satisfaction for DIY investors: J.D. Power https://www.investmentexecutive.com/news/industry-news/commission-free-trading-driving-satisfaction-for-diy-investors-j-d-power/ Thu, 26 May 2022 18:46:57 +0000 https://www.investmentexecutive.com/?p=445118 More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies

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]]> Younger Canadians want to work with advisors, but on their own terms https://www.investmentexecutive.com/inside-track_/susan-silma/younger-canadians-want-to-work-with-advisors-but-on-their-own-terms/ Wed, 25 May 2022 19:00:48 +0000 https://www.investmentexecutive.com/?p=444983 Use these tips to meet their expectations

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]]> Millennials working with financial advisors more than robos: report https://www.investmentexecutive.com/news/millennials-working-with-financial-advisors-more-than-robos-report/ Wed, 04 May 2022 13:16:05 +0000 https://www.investmentexecutive.com/?p=443733 A global study found 40% of millennials are turning to advisors while only 7% use automated advice

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]]> Addressing the fears and “custom” needs of millennials https://www.investmentexecutive.com/news/research-and-markets/addressing-the-fears-and-custom-needs-of-millennials/ Tue, 09 Nov 2021 20:42:45 +0000 https://www.investmentexecutive.com/?p=433342 A report examines how financial planners can connect with the next generation of investors

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]]> Why younger Canadians are choosing to save on investment fees https://www.investmentexecutive.com/news/industry-news/why-younger-canadians-are-choosing-to-save-on-investment-fees/ Tue, 29 Jun 2021 15:45:43 +0000 https://www.investmentexecutive.com/?p=424590 DIY plus fee-only planning was the choice for one millennial

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