Moderator: Niall O’Malley, BluePoint Investments
Speakers: Jean Dunn, T. Rowe Price
Heidi LeMieur, Columbia Threadneedle
Panelist TBA, Morningstar
wisdom paints a vivid picture of millennials and their attitudes on
investing. Here’s a common statement of assumptions about them:
Millennials are a homogenous group with lofty goals who gravitate to
robo-advisers and are overconfident in their financial lives.
panel discussion focuses on the research results of a joint study by
CFA Institute and FINRA entitled “Uncertain Futures: 7 Myths about
Millennials and Investing.”
will explore the 7 assumptions and examine attitudes on investing among
three millennial segments — those with no investment accounts of any
kind, those with retirement accounts only and those with taxable
investment accounts (most also owned retirement accounts) — and compares
them with their Gen X and baby boomer counterparts.
Click here to read the monograph.