Results for "next gen"

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Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Philip Palaveev on how firms should be recruiting young talent

November 7, 2017

There's a lot more to succession planning than just hiring younger advisers, but some registered investment advisers aren't even doing that part right. Philip Palaveev, founder and chief executive of The Ensemble Practice, describes why it's...

Millennials, women drive assets to ESG strategies

November 7, 2017

Two groups of people – women and Millennials – are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014, said panelists at the InvestmentNews Focus on Investing event on Monday. "Women now control up to 50% of...

Giving to charity, the millennial way

October 10, 2017

I am a millennial and an adviser – a combination becoming more common each year. Even so, professional colleagues looking to reach a younger client base regularly ask me how to attract and better serve my often-misunderstood generation. The...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

FPA to collaborate on podcast as part of expanded NexGen effort

September 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner,...

Connecting with Millennial Clients

September 1, 2017

If you're like some of the seasoned advisors I work with, you may be disinterested in connecting with millennial clients. Instead of seeing the potential (albeit long-term) growth opportunity for your business, you focus on this generation's...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

The future looks very different

August 19, 2017

What's next? Is the past prologue?

Documents to prepare before sending children off to college

August 9, 2017

Even more important than the giant Bed, Bath & Beyond order families will send their kids off to college with this year, advisers should make sure clients have prepared three legal documents for children who have turned 18. Parents should have...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

9 ways advisers can attract millennial clients

July 25, 2017

Just because financial advisers are getting older doesn’t mean they can’t continue to connect with the next generation of clients. Douglas Boneparth, president of Bone Fide Wealth, and his wife Heather co-authored the book "The Millennial...

Assessing the future of the financial advice industry

June 17, 2017

Let's look into our crystal ball for a moment to see what the future holds for the financial advice industry. A couple of coinciding projects at InvestmentNews encourage us to do so now, with the benefit of crowd-sourced knowledge from some...

Guess who's saving the most: Millennials

May 19, 2017

One-third of millennials are saving 20% or more of their salaries and they are putting financial freedom ahead of retirement savings as their goal, according to a new survey. Sixty-three percent of millennials (18-34 years old) are looking to...

Millennials design the financial service that would get them to invest

May 5, 2017

The advisory firm of the future will provide the nation's 92 million millennials with digital services that most advisers can't really imagine today. But adviser technology provider Envestnet asked about two dozen college students to conceive...

XY Planning Network holds fintech competition

April 25, 2017

Financial technology companies with a new product aimed at Gen X and/or Gen Y clients can now enter a contest sponsored by the XY Planning Network to identify the best new fintech products for advisers serving that market. The XY Planning Network,...

Millennials' financial habits and priorities differ from Gen X, boomers

April 19, 2017

Advisers who want to serve millennial clients need to focus on helping them plan for what's most important to them and should work to resolve generational misperceptions about finances that could sink their likelihood of success. More so than...

To serve millennials, advisers must adjust not only fees but their mindset

April 10, 2017

When it comes to pursuing, and working with young clients, veteran financial adviser Tim Holsworth is decidedly old school. "I just don't see the point," said the president of AHP Financial Services. "Generally, I don't believe they have any...

Building career pathways to attract millennials

April 9, 2017

Over the past five years, the wealth management industry has been impacted by extraordinary forces simultaneously: demographic, technological and regulatory. The magnitude and pace of change in the delivery of financial advice is fueling a once-in-a-generation...

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