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Canada>Canada http://9taxi.in.net 9taxi.com Increasingly they turn to Web-based wealth management firms or choose do-it-yourself brokerage accounts. Consider the typical clients at Wealthfront, an online investing broker that has amassed $300 million in assets under management by catering to a demographic that is comfortable doing most of their business online. These are people in their early 30s with $100,000 to invest, mostly above and beyond any tax-advantaged retirement plans like 401(k)s and IRAs. Chief Operating Officer Adam Nash estimates that Gen Y techies control about $100 billion in assets. |
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