According to the TD Investor Insight Index, 48% of Gen Y investors manage their portfolios directly online and more than one third (35%) said knowing where to get trustworthy advice is a challenge.
Wealth Professional, Christopher Myrick
July 2013
“I’ve had some talks with that cohort and how they approach things and they are more likely to be on-line and they want tools to self-manage,” said Marc Lamontagne, a founding partner of Ryan Lamontagne Inc. in Ottawa.
Full text: Millennials Investing Earlier, Self-managing Portfolios
