 I'm hoping that the few millennials we have will talk to their friends and say, 'She's pretty cool and she knows how to use technology.”Laurie Nardone, principal at Shira Ridge Wealth Management. |
Millennial millionaires-to-be neglected by advisors: Study
Sarah O'Brien | CNBC, February 2015
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Summary: Released by TD Ameritrade Institutional, "Millionaires in the Making" shows that millennials who have less than $500,000 to invest but earn more than $150,000 a year are building wealth and have prospects, such as inheritance, that put them on a path toward significant wealth.
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