Understanding Millennials and Money and the Implications for Financial Advisers
Enterprising Investor · CFA Institute
May 1, 20157m 49s
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Show Notes
In episode #260, Patrick O'Shaughnessy, CFA, principal and portfolio manager at O'Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials.