Results for "next gen investors"

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The advice industry's age discrimination problem

May 13, 2015

The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it. Only 30% of financial advisers are actively looking for clients under age 40, according to a survey of 500 advisers by the...

Millennials are saving but their fear of stocks could hurt them

April 21, 2015

Millennials might be saving more than older folks but they are also the age group that will have the biggest retirement savings burden in history because of their aversion to risk. BankRate.com's financial security survey found that although...

Millennials to financial advisers: #DoingitWrong

April 13, 2015

As a millennial who works in the financial services industry, I can tell you with complete certainty that financial advisers need to comprehensively change their business models and practices if they want to gain and hold individuals in my generation...

Advisers flub in talking about wealth transfer

April 9, 2015

The majority of financial advisers are missing the boat when it comes to having important conversations with clients about passing wealth on to the next generation — thereby losing a big opportunity to hold onto those assets after those clients...

Millennials don't feel like top priorities for advisers

April 2, 2015

Young investors, with little money stored away for investing, don't think advisers consider them a top priority. Given the assets-under-management mentality of many financial advisers, that sentiment should not be a big surprise. But by setting...

Foreign mutual funds look like a good way to dodge some U.S. market risk

March 19, 2015

With U.S. stocks now about as expensive as they were at the peak in 2008, foreign mutual funds might be a good place to hang out, or even hide out, for a while. ANJIX, LLINX, VTRIX Who will replace Jack Bogle when the 85-year-old founder of...

How a uniform client service plan can help a fledgling firm grow

February 27, 2015

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

Mothers can be powerful allies in making inroads with next-generation clients

February 8, 2015

Mothers matter. And not just because they're raising the next generation but because they influence all generations. The mother of young children is perhaps the most important influencer in the consumer marketplace. She's typically earning money....

Adviser technology is now all about the client

February 8, 2015

Financial advisers are addressing how best to invest in technology from a fresh perspective, according to the 2015 InvestmentNews Adviser Technology Study. A myopic concentration on costs and on the immediate impact on profits is giving way...

5 steps to incorporating a robo into your firm

February 3, 2015

It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way. Some early adopters of online adviser...

Why well-designed technology is more powerful than investor education

January 30, 2015

I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London's streets. It means that as a rider, you can guarantee that your black-cab driver knows where he or she is...

Younger generations going all in with 401(k) contributions

January 29, 2015

The average account totals might be slight, but the pace of 401(k) plan contributions has never been higher. Gen Y and Gen X participants are setting the pace As REIT performance carries over from a strong 2014, investors will want to know a...

Build trust with clients through clear communication and transparency

January 26, 2015

Some of the most successful, honest and reputable advisers I've interviewed over the years have cited that what makes them different is that they — unlike less scrupulous advisers — actually do what they claim and truly have their clients'...

Independent broker-dealers take aim at the next generation of clients

January 18, 2015

It's a new year, but independent broker-dealers are looking far beyond 2015 as they manage both ongoing challenges and emerging opportunities in their industry. InvestmentNews recently hosted a roundtable of IBD industry leaders to discuss the...

U.S. economy reclaims post as global growth engine

January 12, 2015

The latest data show the U.S. economy can once again be described as the global growth engine. No word on how long it might take the Federal Reserve to recognize such data as significant enough to trigger an interest rate hike. The U.S. economy...

A whirlwind of change — transitioning into the financial planning industry

December 14, 2014

The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed;...

5 wealth and estate planning lessons from Grumpy Cat - Lessons for handling sudden wealth, via Grumpy Cat

December 12, 2014

Internet star Grumpy Cat may not be quite as wealthy as everyone thought, but she does make a great case for financial and estate planning in light of a sudden windfall. The frowny feline, a two-year-old cat named Tardar Sauce, recently made...

Survey shows social media use growing among advisers

December 11, 2014

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

The most valuable thing an adviser can do for clients in 2015

December 10, 2014

As we head into 2015, advisers will have myriad opportunities to read industry pundits' prognostications on what to expect in the coming year. Unfortunately, my own crystal ball is in the shop, so instead I'll offer some context that I hope...

Don't ignore estate planning for millennial clients

December 3, 2014

The cobbler's children go unshod, and the estate planning reporter has no estate plan. Though estate planning has been a fun part of my coverage at InvestmentNews for about a year, I've always envisioned it as an esoteric practice for moneyed,...

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