Results for "next gen"

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A Diversity Problem

December 14, 2015

Like many Americans, Gerald Loftin remembers the day the O.J. Simpson verdict was announced. But for him, the memory has an even more painful cast: He almost quit his job as a financial adviser that day.

Key to success for women: Confidence

October 25, 2015

As the years go by and the data pile up, waiting for the financial advice industry to embrace gender equality wholeheartedly across all levels feels like waiting for Godot. We cheer at the slightest of gains that women make in the workforce...

Your young clients lack self-reliance

October 18, 2015

"If I do everything right, the only thing you'll inherit from me is a work ethic.” To this day, my father denies ever telling me this, yet I remember it well. His mindset was indicative of his generation — work hard, create your success....

Retirement planning? Say what? Here are the services millennials really want

September 30, 2015

Financial advisers won’t win over the under-40 crowd with phone calls and offers to discuss retirement strategies and estate planning. But millennials should not be ignored — they need financial help and can become good clients. The services...

Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

September 28, 2015

Robo-advisers had many traditional advisers shaking in their boots when the online platforms first stepped onto the financial industry stage. But these days, some automated investment advisers aren't looking as strong as they used to. In fact,...

Wells Fargo Advisors chief: Clients expect a more digital experience

September 28, 2015

Clients are looking for a more digital experience in an increasingly digital world, but the advice industry hasn't kept pace with the times, according to Mary Mack, president and head of Wells Fargo Advisors. “Client preferences are changing....

7 cool, useful apps to help streamline your workflow - Quick fix

September 18, 2015

It’s nice when advisers can pull out their smartphones and find a quick fix for whatever needs to be done. It could be a document that needs to be scanned when there’s no scanner in sight, or a way to store passwords when there are just...

Millennial super savers socking away at least 15% of their incomes

September 14, 2015

Iron Man. Wonder Woman. Millennial Super Saver. He or she is an ordinary human, 18 to 34, who saves at least 15% of his or her salary each year in a 401(k) retirement savings plan. The mission: Save enough to retire comfortably. Or at least...

Robo-advisers face first reckoning in downturn

August 24, 2015

The market correction on Friday and volatility that continued into this week may be the first test of automated investment platforms that critics of robo-advisers have been waiting for. Monday morning brought a series of nervous tweets from...

Tools for legacy planning to help clients — and hold on to their inheritors

August 10, 2015

Advisers looking to retain control of assets as they are passed down to future generations should consider reaching out to clients now to help them plan their legacy. Working with clients to share values with heirs, as well as instructing those...

Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

Help clients kick kids out of the house without feeling guilty

August 7, 2015

Financial advisers can strengthen their relationships with clients by helping them get the millennials in their lives out of their homes. Having an adult child move back home temporarily can be a bonding experience between parent and child....

Are millennials as risk-averse as they're made out to be?

July 31, 2015

Millennials have been thought to behave more conservatively when it comes to their finances than older generations. But new data has revealed millennials have surprisingly similar levels of risk tolerance to older people. And while some do shy...

Young advisers want a future, not handouts

July 26, 2015

Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future...

Reality of the robo invasion isn't what advisers think

July 22, 2015

It is almost impossible for advisers to go through a day without hearing how robo-advisers are shaking the foundation of their industry — and changing how their clients get financial advice. According to much of the industry commentary and...

Contrary to conventional wisdom, young investors do want to work with advisers

July 15, 2015

It's often assumed that financial advisers should, and do, devote most of their attention to older, established clients. That's where the assets are. Recent research suggests, however, that advisers would do well to seek and serve younger clients...

How advisers can get Gen Yers to take some risk

July 6, 2015

Generation Y (age 18-34) is very concerned about the future of Social Security and has a strong desire for other sources of guaranteed income, such as annuities, to provide secure monthly income in retirement. That's according to a new study...

Breaking down the best robos for your practice

June 25, 2015

There's a lot to consider when managing a financial advisory practice, but one of the more ever-present components of the business these days is whether to offer an automated online investment platform. Robo-proofing a practice is one of the...

Automated advisers attract much smaller clients than humans: Morningstar

June 25, 2015

Robo-advisers may not be able to compete with humans after all — at least when it comes to attracting clients with a greater amount of investible assets. Largely automated online financial advice platforms are able to bring in clients with...

When it comes to retirement savings, millennials blow past boomers

June 22, 2015

In addition to being more technologically savvy and more in tune with social media, the millennial generation, in general, is also better than the baby-boomer generation at preparing for retirement. Within this broad statement — and the data...

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