Much ink has been spilled the last five years about millennials and their investing beliefs and habits (or lack thereof). Gen X and baby boomers in the broadly defined investment profession do not lack opinions on Millennials – both positive and negative. With the “aging” of the millennial cohort, we thought it would be beneficial to examine the data on seven commonly held assumptions. The research presented below is from a study of 2,828 which may not only be useful to the older generations but also to Millennials as they become stewards for Generation Z.

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