Results for "next gen"

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Advise Millennials. They may save your practice.

September 25, 2014

If there's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with...

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

September 17, 2014

Low fees, fast asset growth, word-of-mouth marketing and a strict focus on Millennial investors have made Wealthfront the fastest-growing digital investment platform, according to a new Forrester Research Inc. report published this week. “Having...

Debunking 3 big myths about robo-advisers

September 17, 2014

“Robo-adviser.” The phrase prompts mixed reactions, and its emotional overtones vary wildly in the minds of readers. A traditional adviser, spitting the word out with derision, can make “robo” sound like the “near” in “near beer.”...

How advisers can help solve the student loan crisis

September 8, 2014

With student loan debt officially reaching the trillions, the U.S. Executive Branch, the Consumer Financial Protection Bureau and the general public are worried about the effect of this massive debt on the American economy — and they should...

Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

5 lessons learned after one year running a financial planning firm

August 28, 2014

It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just 12 months ago, the website went live after months of prep work and paperwork, and the (virtual) doors opened as I welcomed my first...

CloudStock web startup brings young investors and advisers together

August 28, 2014

A web startup created by a group of 20-somethings is using social networking and gamification to teach young investors about the stock market and connect them with investment professionals. Called CloudStock, the social-networking platform is...

Barclays pushes back dark pool charges

July 25, 2014

Barclays barks back at allegations that the bank lied to clients about its high-speed trading venue. A lawsuit with 'clear and substantial errors' Viewing risk from a regular investor's perspective can open the eyes of a financial pro. Working...

6 lessons traditional advisers can learn from robos

July 25, 2014

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors' business...

Junk-bond investors are jumping ship

July 21, 2014

Junk-bond investors have started heading toward the exits in a move that looks like the makings of a selloff. Paring back credit risk Four years of Dodd-Frank and thanks for nothing. A false sense of security The Fed's subtle warnings about...

CFP and ChFC in different leagues, CFP Board says

July 17, 2014

The certified financial planner mark should not be compared to adviser designations like the chartered financial consultant because the latter does not include a code of ethics nor a comprehensive exam, the board that awards the CFP said. Joe...

How to get Millennials on track for retirement

July 11, 2014

As a mother of two Millennials — those young Americans born between 1980 and 2000 — I know that preaching the value of saving for a distant goal like retirement can be a hard sell. But it's a critical message, as these young workers will...

3 lessons in team building advisers can learn from the San Antonio Spurs

July 3, 2014

The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the...

What is the FPA NexGen Gathering?

June 25, 2014

I attended a financial planning conference this past weekend, but it wasn't what you might imagine a conference to be. Most conferences are held in big cities, at fancy-schmancy convention centers with overpriced hotels attached to them. They...

Meet the 40 Under 40 - Young leaders to watch

June 23, 2014

Say hello to the future of the financial advice industry. The InvestmentNews editorial staff presents a list of 40 outstanding young people ready to take the financial advice industry into the next era. Click through to learn more about them,...

Next generation a $3.5 trillion opportunity for RIAs: Schwab

June 19, 2014

Investment advisers who have built up a solid foundation of assets under management shouldn't use that as an excuse to rest on their laurels. That's because while they rest easy, wirehouses and regional broker-dealers have been scooping up the...

How gay couples can act on Social Security benefits now

June 19, 2014

As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...

7 ways to help clients tackle student loans

June 16, 2014

Advisers have a tough task in helping young clients prioritize money outlays, with goals of paying off student debt potentially competing with buying a home and saving for retirement. These tips address the core considerations of planning for...

World stocks riding high on fresh market data

June 9, 2014

Global equity markets ride high on Japanese growth and U.S. jobs data. Keeping those fingers crossed for earnings to follow suit. Not quite the recovery that was predicted, but it'll do The flood of new rules and regs since the financial crisis...

For Millennials, 'life stops when the iPhone dies'

May 30, 2014

Referring to the very rich of the Gilded Age, F. Scott Fitzgerald wrote, “They are different from you and me.” Likewise, the Millennials and Gen X are different from their baby boomer predecessors. As a tail-end member of the boomer generation...

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