Results for "next gen investors"

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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,...

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...

Financial advisers should focus on millennials, not baby boomers, says J.D. Power

April 6, 2017

For advisers looking for money in motion, it's time to stop concentrating on baby boomers and focus on attracting millennials — and retaining them. That's the message in the results of the latest J.D. Power Full Service Investor Satisfaction...

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...

Impact investing portfolios that come with a performance guarantee

March 7, 2017

Three new impact portfolios from Motif Investing, which aim to link an investor's financial and social goals, come with unique guarantee if the values-focused investments fail to perform. The automated investing firm will refund a $9.95 monthly...

Advice firms adapt to millennial advisers who want to help their peers

February 23, 2017

Young financial advisers are helping to convince the leaders of traditional planning firms that making their financial services more palatable to Next Gen clients will pay off. Seeking to serve their peers, many young advisers are persuading...

How to help millennials avoid big mistakes with their IRAs

February 14, 2017

Millennials need retirement help. They're making critical IRA mistakes that will cost them exponentially over time. They need human advisers, not just robo-advisers who offer no guidance. Advisers can tap into the millennial IRA market through...

TD's Nally urges evolution of RIA fee model

February 2, 2017

Financial advisers should rethink the way they charge clients, as service expectations and needs have evolved, the head of a large custodian told advisers Thursday. Registered investment advisers that charge a fee based on a percentage of assets...

Many wealthy Americans haven't planned for the transfer of their assets

January 31, 2017

Affluent Americans aren't doing much to prep the next generation to inherit their riches, creating a wealth of opportunity for financial advisers who can convince clients to focus on legacy planning. Even though about $4 trillion is set to be...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

Advisers help find donor advised funds for clients' charitable dollars

December 14, 2016

Financial advisers with clients interested in impact investing may want to help them put their philanthropic dollars to work supporting their social missions before they commit resources designed to secure their financial futures. One way to...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

Advisory firms redesign their offices to attract millennial clients

November 6, 2016

Private offices are a thing of the past at advisory firm SignatureFD. The 20-year-old practice moved two years ago and created a front-office area that feels more like a Starbucks than a financial services firm. Employees are encouraged to congregate...

Advisers need to get real with clients about what reasonable investment returns look like

June 26, 2016

Hope and confidence are good attributes to have, especially when one is young — but there is such a thing as wild optimism. A recent survey by the British asset management company Schroders, which has $467 billion in assets under management,...

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...

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...

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,...

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....

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