Who’s Advising Next Generation Investors?

Tik Tok stock tips, YouTube yield ideas? Social media and “finfluencers” are disrupting the investment advice market. GenZ and Millennial investors are a growing force of digitally savvy players in financial markets. Family, friends and, most of all, social media top their lists of information sources. Financial professionals and companies—not so much.

As Next Generation investors come into their own in the work force and begin inheriting Boomer generation wealth, their investing habits will drive the fortunes of financial service companies. Understanding how they invest and why will be critical for advisors as markets evolve.
Join us for a virtual discussion of Next Generation investors, featuring CFA Institute’s Ryan Munson and Gary Mottola from the FINRA Investor Education Foundation on Wednesday, April 24th 12:00 12:00 - 1:00pm. 
They will share insights from recent CFA Institute/FINRA research on what motivates GenZ and Millennial investors, what they invest in, and how important education and financial literacy may be to connecting with this group.

Gary R. Mottola
is the research director for the FINRA Investor Education Foundation and a social psychologist with over 25 years of research experience. In his role at the FINRA Foundation, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud, and improving financial disclosure statements. Dr. Mottola received his B.A. from the University at Albany, M.A. from Brooklyn College, and Ph.D. from the University of Delaware. He was a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University’s MBA program.


Ryan Munson is a research manager at CFA Institute. His research focuses on the future of finance, exploring how extra-financial factors impact the investment industry and investment professionals. He is the author of several CFA Institute publications, including the Future State of the Investment Industry, the Future of Work in Investment Management series, and the CFA Institute Investor Trust series. He holds an MBA and MS in business analytics from the Kelley School of Business at Indiana University and a BS from the University of Virginia.



Ted Everett, CFA is a member of CFA Society Boston’s Career Development Committee and a long-time contributor to the Society’s programming. He is a financial writer in Boston. Ted helps financial service companies create insightful whitepapers and other investment-thought leadership content. He has edited and written extensively for various investment newsletters and websites. He has also served as portfolio manager and advisor for families and non-profit entities, working for firms including Babson Capital Management and TIAA-CREF. Ted holds a BA in history from Dartmouth College.

Members: $0.00
Non-members: $10.00

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4/24/2024 12:00 PM - 1:00 PM
Eastern Daylight Time
Registration is closed.