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Passive activity: Millennials and financial advisory

Author
Amladi, Sonia
Abstract
The purpose of this research is to study usage and knowledge of passive financial advisory. Using a unique survey on passive investing that gathered information on how people use and understand passive financial advisory, the study analyzes the relationship between passive financial advisory usage and generation. Results indicate that Millennials use passive financial advisory at a higher rate than Generation X, but there is no significant difference between Millennials and Baby Boomers. Millennials show a significantly higher likelihood of having heard of passive fund management compared to other generations. Further, there is no significant difference in openness to passive financial advisory by generation among those who do not use it.
Date Issued
2018-05Degree Discipline
Applied Economics and Management
Degree Name
M.P.S., Applied Economics and Management
Degree Level
Master of Professional Studies
Type
dissertation or thesis