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| Investing |
| Self-Directed Millennials Less Likely To Use Advisers |
| Among participants using an adviser on their self-directed brokerage account in Q3, 45% were Baby Boomers, similar to Gen X; just 8.5% were Millennials, according to Charles Schwab.Read more > |
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| Investing |
| Retirement Plans a Big Source of Mutual Fund Investing for Millennials |
| By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company Institute data shows.Read more > |
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| Investing |
| Too Much Employer Stock Could Be a Bad Thing |
| According to a nationwide survey from Schwab Stock Plan Services, equity compensation accounts on average for nearly 30% of employees’ net worth, and almost three-quarters of employees surveyed also own company stock outside of their equity compensation plan.Read more > |
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| Investing |
| Despite De-risking Concerns, Global Equity Remains Important to Retirement Plans |
| Fifty-five percent of U.S. investors have their global equity allocation in active, alpha-seeking strategies, and the planned allocation to these strategies in three years is 61%, research found.Read more > |
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| Investing |
| Half of Americans Think Market Volatility Has Increased |
| And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.Read more > |
