Results for "next gen"

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The time is now for young financial advisers

May 29, 2016

After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable. After he decided to start his own firm, he was forced to...

College debt is a burden to all

May 1, 2016

Outstanding college debt now exceeds $1.3 trillion, a burden not only for the students who are on the hook to pay it back, but their families and the entire nation. Once students graduate, the loans they must start paying off crowd out spending...

Ways advisers can successfully target new Gen X clients

April 21, 2016

The Deloitte Center for Financial Services recently published a very compelling study, titled The Future of Wealth in America, which reveals some surprising data pertaining to trends in generational wealth.  While most wealth managers primarily...

High schoolers to test whether they're smarter than a financial adviser

April 15, 2016

About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."...

It's time to make way for next-gen

April 3, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

What boomer advisers should do when their successors get impatient

March 25, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

Look for these traits in millennials to find your next millionaire clients

February 23, 2016

As advisers start to focus on adding younger individuals and couples to their client mix, choosing prospects with the genuine potential to grow their assets will be important to running prosperous businesses. Research based on conclusions from...

Which robos got off to the fastest start in 2016?

January 15, 2016

Almost all robo-advisers have grown in some shape or form between the start of last year and this year. Some of the well-known online automated investment platforms that embraced a business-to-business model have grown tremendously. Take Betterment,...

Adviser's Consultant: Building an in-house residency program to grow next gen advisers

January 11, 2016

Andrea Eaton and the other two advisers at Cornerstone Wealth Advisors found themselves in a position in 2010 where they didn't need another adviser, but they needed someone who could take on some of the administrative and light client duties...

A Diversity Problem

December 14, 2015

Like many Americans, Gerald Loftin remembers the day the O.J. Simpson verdict was announced. But for him, the memory has an even more painful cast: He almost quit his job as a financial adviser that day.

Key to success for women: Confidence

October 25, 2015

As the years go by and the data pile up, waiting for the financial advice industry to embrace gender equality wholeheartedly across all levels feels like waiting for Godot. We cheer at the slightest of gains that women make in the workforce...

Your young clients lack self-reliance

October 18, 2015

"If I do everything right, the only thing you'll inherit from me is a work ethic.” To this day, my father denies ever telling me this, yet I remember it well. His mindset was indicative of his generation — work hard, create your success....

Retirement planning? Say what? Here are the services millennials really want

September 30, 2015

Financial advisers won’t win over the under-40 crowd with phone calls and offers to discuss retirement strategies and estate planning. But millennials should not be ignored — they need financial help and can become good clients. The services...

Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

September 28, 2015

Robo-advisers had many traditional advisers shaking in their boots when the online platforms first stepped onto the financial industry stage. But these days, some automated investment advisers aren't looking as strong as they used to. In fact,...

Wells Fargo Advisors chief: Clients expect a more digital experience

September 28, 2015

Clients are looking for a more digital experience in an increasingly digital world, but the advice industry hasn't kept pace with the times, according to Mary Mack, president and head of Wells Fargo Advisors. “Client preferences are changing....

7 cool, useful apps to help streamline your workflow - Quick fix

September 18, 2015

It’s nice when advisers can pull out their smartphones and find a quick fix for whatever needs to be done. It could be a document that needs to be scanned when there’s no scanner in sight, or a way to store passwords when there are just...

Millennial super savers socking away at least 15% of their incomes

September 14, 2015

Iron Man. Wonder Woman. Millennial Super Saver. He or she is an ordinary human, 18 to 34, who saves at least 15% of his or her salary each year in a 401(k) retirement savings plan. The mission: Save enough to retire comfortably. Or at least...

Robo-advisers face first reckoning in downturn

August 24, 2015

The market correction on Friday and volatility that continued into this week may be the first test of automated investment platforms that critics of robo-advisers have been waiting for. Monday morning brought a series of nervous tweets from...

Tools for legacy planning to help clients — and hold on to their inheritors

August 10, 2015

Advisers looking to retain control of assets as they are passed down to future generations should consider reaching out to clients now to help them plan their legacy. Working with clients to share values with heirs, as well as instructing those...

Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

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