Results for "next gen investors"

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Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

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...

Millennials like blend of robo and human advice, though skeptical of advice generally

March 30, 2017

Younger investors increasingly prefer a blend of robo and human advice, even though many don't trust computers or human advisers enough to take their advice without consulting someone else first. According to a survey of 1,300 investors by the...

Capitalism is beautiful. Young prospects might disagree

December 11, 2017

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

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...

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...

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...

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 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...

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...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

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...

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...

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,...

4 mistakes advisers make with Millennial women

October 22, 2014

Working with Millennial clients has become a hot topic within our industry in recent years and months. How to market/not market, how to invest/save, communication preferences, goals and the big question — “Why even bother?” Whether you...

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...

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,...

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...

Millennials and life insurance — not their parents' policies

June 22, 2016

Millennials are a unique generation with a new approach to life,which includes the way they secure information, collect insights and make purchasing decisions. This is especially true when it comes to benefits and financial products — particularly...

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