Results for "next gen investors"

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4 mistakes advisers make with Millennial women

October 22, 2014

Working with Millennial clients has become a hot topic within our industry in recent years and months. How to market/not market, how to invest/save, communication preferences, goals and the big question — “Why even bother?” Whether you...

Running an advisory practice in the age of the robo-adviser

October 16, 2014

Here's a novel idea: Advisers might actually need to earn their advisory fees in the years ahead. With the arrival of online financial planning sites like Mint.com and online investing marketplaces like Covestor, a real in-the-flesh adviser...

Betterment launches robo-adviser for advisers

October 15, 2014

Digital investment management firm Betterment on Wednesday announced the launch of an automated “robo-adviser” for traditional advisory firms, with Fidelity Institutional Wealth Services among the first to sign up for the platform that connects...

Don't market to women, serve them, Krawcheck tells advisers

October 10, 2014

Women are on the way to being the majority of U.S. millionaires and they represent the advisory industry's biggest business opportunity, former Bank of America Merrill Lynch executive Sallie Krawcheck told advisers Friday at the Raymond James...

Advise Millennials. They may save your practice.

September 25, 2014

If there's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with...

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

September 17, 2014

Low fees, fast asset growth, word-of-mouth marketing and a strict focus on Millennial investors have made Wealthfront the fastest-growing digital investment platform, according to a new Forrester Research Inc. report published this week. “Having...

Debunking 3 big myths about robo-advisers

September 17, 2014

“Robo-adviser.” The phrase prompts mixed reactions, and its emotional overtones vary wildly in the minds of readers. A traditional adviser, spitting the word out with derision, can make “robo” sound like the “near” in “near beer.”...

How advisers can help solve the student loan crisis

September 8, 2014

With student loan debt officially reaching the trillions, the U.S. Executive Branch, the Consumer Financial Protection Bureau and the general public are worried about the effect of this massive debt on the American economy — and they should...

CloudStock web startup brings young investors and advisers together

August 28, 2014

A web startup created by a group of 20-somethings is using social networking and gamification to teach young investors about the stock market and connect them with investment professionals. Called CloudStock, the social-networking platform is...

6 lessons traditional advisers can learn from robos

July 25, 2014

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors' business...

Junk-bond investors are jumping ship

July 21, 2014

Junk-bond investors have started heading toward the exits in a move that looks like the makings of a selloff. Paring back credit risk Four years of Dodd-Frank and thanks for nothing. A false sense of security The Fed's subtle warnings about...

How to get Millennials on track for retirement

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...

How gay couples can act on Social Security benefits now

June 19, 2014

As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...

Next generation a $3.5 trillion opportunity for RIAs: Schwab

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...

7 ways to help clients tackle student loans

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...

Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

For Millennials, 'life stops when the iPhone dies'

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...

Education is key to winning Next Gen assets

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,...

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