Our CEO, Bill Capuzzi, was recently on Yahoo! Finance
to discuss the findings of this quarter's report.
Understanding A New Outlook
Millennials are poised to become the largest living generation, which has major implications for how, when, and why financial services are consumed now and in the future. As a partner for the industry’s leading online investing platforms, we have an unprecedented view into this next generation of investors.
Analyzing our proprietary data of millennial investors on the Apex platform, we put together a collection of insights on millennial investing behavior, including:
- top 100 stock investments
- an infographic with key investment trends
- our full, comprehensive, report that takes a deep dive look into the data (every other quarter)
We also include a series of suggestions on how to improve engagement with this group. These insights are invaluable to advisors and to investors who want to keep tabs on the evolving market and act accordingly.
We release the Apex Next Investor Outlook on a quarterly basis.
Learn from the infographic:
- Brick and mortar retail has staying power
- Millennials are tracking away from the S&P 500
- Interest rate cuts are opening new doors for the younger investor
Learn from the Top 100 list:
- A steady hold for the top 3 stocks
- The biggest rises and fall in rank
