Millennials – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 29 Mar 2023 19:54:31 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Millennials – Advisor's Edge https://phoenix.advisor.ca 32 32 Can advisors be finfluencers too? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/can-advisors-be-finfluencers-too/ Fri, 31 Mar 2023 14:00:19 +0000 https://www.advisor.ca/?p=222994 Finding opportunities on social media

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]]> Younger Canadians taking more speculative approach to investing, report finds https://phoenix.advisor.ca/news/industry-news/younger-canadians-taking-more-speculative-approach-to-investing-report-finds/ Wed, 21 Dec 2022 19:48:45 +0000 https://www.advisor.ca/?p=219946 Many investors under 35 are being drawn to zero-commission online brokerages

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]]> Millennials working with financial advisors more than robos: report https://phoenix.advisor.ca/my-practice/conversations/millennials-working-with-financial-advisors-more-than-robos-report/ Wed, 04 May 2022 13:16:15 +0000 https://www.advisor.ca/?p=208969 A global study found 40% of millennials are turning to advisors while only 7% use automated advice

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]]> Next generation ready to track goals, invest https://phoenix.advisor.ca/news/industry-news/next-generation-ready-to-track-goals-invest/ Wed, 06 Apr 2022 17:06:31 +0000 https://www.advisor.ca/?p=207814 Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests

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]]> Why younger Canadians are choosing to save on investment fees https://phoenix.advisor.ca/news/industry-news/why-younger-canadians-are-choosing-to-save-on-investment-fees/ Tue, 29 Jun 2021 15:37:52 +0000 https://www.advisor.ca/?p=196938 DIY plus fee-only planning was the choice for one millennial

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]]> Canadian firms risk missing out on young investors: study https://phoenix.advisor.ca/news/industry-news/canadian-firms-risk-missing-out-on-young-investors-study/ Thu, 06 May 2021 17:10:05 +0000 https://www.advisor.ca/?p=194725 J.D. Power ranked wealth management firms based on investor satisfaction

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]]> Young Canadians ready to focus on finances https://phoenix.advisor.ca/news/industry-news/young-canadians-ready-to-focus-on-finances/ Fri, 12 Mar 2021 16:55:38 +0000 https://www.advisor.ca/?p=192598 Pandemic job losses remain a challenge, however

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]]> Research finds millennials most vulnerable to economic impact of Covid-19 https://phoenix.advisor.ca/news/economic/research-finds-millennials-most-vulnerable-to-economic-impact-of-covid-19/ Thu, 10 Dec 2020 20:16:28 +0000 https://www.advisor.ca/?p=189238 Millennials are less likely to bounce back than older generations, StatsCan finds

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]]> Time to shift your focus to middle-class investors: Moody’s https://phoenix.advisor.ca/news/industry-news/time-to-shift-your-focus-to-middle-class-investors-moodys/ Fri, 30 Oct 2020 16:29:52 +0000 https://www.advisor.ca/?p=187604 As the wealthy dwindle, industry will have to seek AUM in the middle class

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]]> Millennials optimistic about home ownership https://phoenix.advisor.ca/news/industry-news/millennials-optimistic-about-home-ownership/ Thu, 17 Sep 2020 17:02:21 +0000 https://www.advisor.ca/?p=185505 However, many are waiting for prices to fall

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