Finding opportunities on social media
Many investors under 35 are being drawn to zero-commission online brokerages
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
DIY plus fee-only planning was the choice for one millennial
J.D. Power ranked wealth management firms based on investor satisfaction
Pandemic job losses remain a challenge, however
Millennials are less likely to bounce back than older generations, StatsCan finds
As the wealthy dwindle, industry will have to seek AUM in the middle class
However, many are waiting for prices to fall