Gen Y Investor Insights: Millennial Millionaires in the Making

Top Factors For Attaining Wealth Gather info
decisions o
Making smart investments 25% (LinkedIn,
Hard work 25%
Education 17% Gather info
Being frugal 14% decisions o
8%
Receiving an inheritance 36% w
adviso

Top 3 Concerns 50% were 10 years
or younger when
Outliving your savings 58% they had their first
54%
Having to work longer to 49% discussion with their
supplement income parents about
saving money
Coping with healthcare
expenses

ormation about financial More likely to
on social media receive financial
Twitter, etc.) advice from family
and friends than
ormation about financial any other group
on a financial app

were referred to their
or by their parents or
grandparents

Interesting
Demographics

14% of Mass Single 35%
Affluent
Post-Graduate Degree 49%
Millennials are
expecting to Caucasian 79%
receive an
inheritance of Female 73%
$100,000 or
Trading done with a 29%
more broker

Top Factors for Attaining Wealth Gather info
decisions o
Hard work 28% (LinkedIn, T
Making smart investments 25%
15% Informat
Education 12%
Being frugal 6% Gather info
Good timing decisions o

Top Concerns 44% were
advisor
Outliving your savings 55% co

Having to work longer to 41% 26% were between
supplement income 11 and 15 when
they had their first

discussion with their
parents about
saving money

Coping with healthcare 39%
expenses

ormation about financial Stock analysts and
on social media company websites
Twitter, etc.) are equally important
to this group when
tion via Technology
receiving advice
ormation about financial
on a financial app

e referred to their Interesting
r by friends or Demographics
olleagues
Single 24%
19% of
Potential Post-Graduate Degree 46%
HNWMs are
expecting to Asian 16%
receive an
inheritance of Female 62%
$100,000 or
Trading done with a 22%
more broker

Top Factors For Attaining Wealth Gather in
decis
Hard work 21%
19% (Linked
Making smart investments 14%
10% See
Education 8%
Gather in
Being frugal decisio
Family connections provide opportunity
10% m
I wouldn’t have otherwise con

Top Concerns 17% were 16 years
or older when they
Outliving your savings 50%
had their first
discussion with their

parents about
saving money

Coping with healthcare 44%
expenses

The expense of caring for an 38%
elderly parent or relative

nformation about financial Significantly higher
sions on social media chance they will
dIn, Twitter, etc.) read full company

ek Information via financial statements
Technology than their cohorts

nformation about financial
ons on a financial app

met their advisor at a
nference or seminar

Interesting
Demographics

Single 27%

39% of HNWMs Post-Graduate Degree 52%
are expecting to
Hispanic 11%
receive an
inheritance of Male 53%
$100,000 or more
Trading done with a
broker 34%

Results of the Millionaires in the Making Study are b
on behalf of TD Ameritrade, Inc. Five hundred thirty-
(“Millennials”) participated in a telephone survey from
were asked to share their views on attitudinal, behav
financial services industry. An additional 273 investo
comparative purposes.

Baby Boomers are those born from 1945 to 1964, w
Americans born from 1965 to 1979.

The margin of error in this survey is ±5%. This mean
results based on the 809 total respondents will differ
direction from what would be obtained by seeking th

The Pert Group and TD Ameritrade, Inc. are separat
responsible for each other's products and services.

based on a survey conducted by The Pert Group
-six investors between the ages of 18 and 39
m January 15 – February 28, 2014, where they
vioral and usage patterns of brands in the
ors aged 40 years and older were surveyed for

while “Generation X” is defined as those

ns that in just over one case out of 20, survey
r by no more than 5 percentage points in either
he opinions of all investors within an age group.

te, unaffiliated companies and are not

TD Ameritrade Institutional
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advisors turn to TD Ameritrade’s (NYSE: AMTD)
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