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


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