Results for "next gen"
Displaying 172 results
July 17, 2014
The certified financial planner mark should not be compared to adviser designations like the chartered financial consultant because the latter does not include a code of ethics nor a comprehensive exam, the board that awards the CFP said. Joe...
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...
July 3, 2014
The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the...
June 25, 2014
I attended a financial planning conference this past weekend, but it wasn't what you might imagine a conference to be. Most conferences are held in big cities, at fancy-schmancy convention centers with overpriced hotels attached to them. They...
June 23, 2014
Say hello to the future of the financial advice industry. The InvestmentNews editorial staff presents a list of 40 outstanding young people ready to take the financial advice industry into the next era. Click through to learn more about them,...
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...
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...
June 9, 2014
Global equity markets ride high on Japanese growth and U.S. jobs data. Keeping those fingers crossed for earnings to follow suit. Not quite the recovery that was predicted, but it'll do The flood of new rules and regs since the financial crisis...
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...
May 27, 2014
As technology assumes a larger place in the advisory industry, software companies are clamoring to donate their products to financial planning programs in universities across the country. Texas Tech University, for example, now receives more...
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,...
May 5, 2014
Advisers serious about providing multigenerational planning are going to have to structure their practices and processes differently in many cases, a new report finds. Many advisers are looking to form relationships with clients' children in...
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