Updated Thursday, July 24, 2014 as of 12:22 AM ET
Portfolio - Mutual Funds
Are Young Investors Shunning Mutual Funds?
by: Tom Steinert-Threlkeld
Tuesday, December 11, 2012
Print
Email
Reprints
Partner Insights

This is important, says one of the report's co-authors, Robert Waitman, because it's the under-55 investor who is most "at risk" of moving from one financial advisor to another or to move funds from one place to another. Roughly 20% of those under 55 expect to make a change in the next year. By contrast, only 4% of those over 55 do.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here