Results for "next gen"

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Millennials drawn to JPMorgan app offering free trades

May 15, 2019

JPMorgan Chase & Co.'s investing app is attracting newbies. Half of customers opening accounts on the bank's You Invest platform are millennials, according to Kunal Vaed, head of digital self-directed investing at JPMorgan. Some have been tempted...

Financial firms must attract millennial advisers to serve new generation of clients

May 13, 2019

Millennials may not earn as much as their parents, but they are expected to receive an influx of wealth as baby boomers begin to transfer their assets. In fact, over the next 30 to 40 years, millennials in North America will inherit more than...

Only 13% of adult children would use parents' adviser: Cerulli

May 9, 2019

Here's a sobering statistic for advisers who believe they will serve the adult children of aging clients — only 13% of affluent investors report that they choose to work with that adviser, according to new research from Cerulli Associates....

Assigning a chief diversity officer doesn't fix an inclusion issue

May 15, 2019

We hear a lot about diversity, equality and inclusion, and with good reason. Our society has come a long way, but more needs to be done for the American workforce to truly reflect the multicultural makeup of America. Despite the nationwide push...

Hiring young advisers: You can't start too early

April 8, 2019

The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference,...

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

10 millennials making their mark in Washington — and beyond

February 16, 2019

Millennials are no longer young kids, and you'll think twice about deriding them with generic tags like "unambitious" and "entitled" when you meet this next generation taking power in Washington, and beyond. "I continue to believe that all the...

Understanding the Nuances of Irrevocable Trusts

November 1, 2018

A successful estate plan involves minimizing taxes while transferring wealth to the next generation in an efficient manner. To achieve this goal, many turn to the irrevocable trust. As you may know, property transferred to an irrevocable trust...

Ideal curriculum for financial planning students

September 1, 2018

We asked program directors at four universities — San Diego State, Texas A&M, Utah Valley and Virginia Tech — what the ideal curriculum would be to prepare next-generation financial planners. Here's a mashup of their picture-perfect course...

Few colleges offer a financial planning program

September 1, 2018

The number of universities with financial planning programs is abysmally low. Only 4.5% of the roughly 2,400 four-year higher-education institutions in the U.S. offer a financial planning degree. Observers say the trickle of new advisers entering...

Learn the Basics of Financial Education Services

October 1, 2018

A recent New York Times article revealed that most U.S. states are not effectively teaching high school students about personal finance. In fact, only 5 states earned an A grade for their financial literacy efforts, while 27 states received...

What millennials really want out of fintech

February 13, 2019

The push to attract millennial investors, and the trillions in assets supposedly being transferred to us, has been a key driver behind recent industry trends, especially technology, which is often sold as a sort of magic bullet for bringing...

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...

Millennials to financial advisers: #DoingitWrong

April 13, 2015

As a millennial who works in the financial services industry, I can tell you with complete certainty that financial advisers need to comprehensively change their business models and practices if they want to gain and hold individuals in my generation...

In financial planning, the details can create or destroy your career

October 5, 2014

I've always been a firm believer that success is created and destroyed in the details; it's one of the reasons I thought I would make a good financial planner. While at Virginia Tech, our academic adviser would tell us that advisers wanted their...

What I didn't expect about being an adviser

October 5, 2014

“I'm calling today to introduce myself.” That is how I begin 90% of my conversations. The other 10% are opened with, “Did I catch you at a bad time?” As a 20-something, first-year, inexperienced financial adviser going up against an...

Variety of tasks, client issues makes each day instructive

October 5, 2014

My role at Plancorp has certainly grown over recent months. I may have finally entered the asset column of the human capital balance sheet. As I have become more familiar with clients, processes and financial planning in general, my task load...

What is the FPA NexGen Gathering?

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...

Tedious work and quarterbacking ultimately lead to grateful clients

March 29, 2015

It's hard to believe almost a year has passed since I joined Plancorp. New opportunities for growth and learning have presented themselves every day. At times, I've risen to the occasion, and other times I've found myself short of the mark....

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