Results for "next gen"

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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...

Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

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...

Firms line up to donate software to college financial planning programs

May 27, 2014

As technology assumes a larger place in the advisory industry, software companies are clamoring to donate their products to financial planning programs in universities across the country. Texas Tech University, for example, now receives more...

Education is key to winning Next Gen assets

May 6, 2014

Tech-savvy Millennials who stand to inherit several trillion dollars in wealth from baby boomers may be eager to use online investment platforms, but the younger generation's need for financial education presents advisers with an opportunity,...

How to hold onto assets after an inheritance

May 5, 2014

Advisers serious about providing multigenerational planning are going to have to structure their practices and processes differently in many cases, a new report finds. Many advisers are looking to form relationships with clients' children in...

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