Attracting Young Investors

摘要

As they continue to cater to the needs of baby boomers, many invest-ment firms are starting to think about how to bring the next generation of investors into the fold. After all, the 60 million members of Generation X (people who are around 30 to 40 years old) and Generation Y (19- to 30-year-olds) hold about $5 trillion in assets. Wall Street & Technology spoke to one traditional firm, Fidelity Investments, and two start-ups, Thrasher Funds and Cake Financial, that are appealing to these young investors with innovative sevices.