Are Young Investors Shunning Mutual Funds?

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.

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