Canada leads the way for young investors

This was a news piece for Investment Executive covering a joint report from the CFA Institute and FINRA on Gen Z investing habits across Canada, the U.S., the U.K., and China. Canada came out on top by a wide margin — younger investors, higher participation rates, bigger portfolios — and the report dug into why: what's motivating them to start, where they're getting their financial information (hint: not from advisors), and how their habits differ from the generations before them. It's a tight, data-driven piece meant to give financial industry readers a quick, useful read on a shifting client base.

Read the full piece on Investment Executive →

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