Results for "next gen investors"

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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...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

9 ways advisers can attract millennial clients

July 25, 2017

Just because financial advisers are getting older doesn’t mean they can’t continue to connect with the next generation of clients. Douglas Boneparth, president of Bone Fide Wealth, and his wife Heather co-authored the book "The Millennial...

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...

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...

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...

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...

Learning and profiting from Gen X

July 20, 2016

Today's era represents the first in history where almost every generation is learning how to interact with the world from their children. Our kids teach us how to use social media, and we teach our parents how to use Netflix. This has led to...

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...

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