Results for "next gen investors"

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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...

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...

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...

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...

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...

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,...

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