Results for "next gen investors"

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FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

XY Planning Network experiences the pains of rapid growth

September 26, 2018

The XY Planning Network kicked off its annual conference in St. Louis this week with a benchmarking study showing that its members, like many of their clients, often face sharp learning curves. While it would be difficult to dispute the innovation...

Wealthfront wants to help millennials take a sabbatical

July 25, 2018

The latest tool in Wealthfront's expanding financial planning utility belt is "Time Off for Travel," a service that lets the digital adviser's clients explore the possibility of taking an extended leave from work. Drawing on information provided...

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...

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...

Merrill adds Zelle to wealth management app to let clients make payments

June 26, 2018

Merrill Lynch is updating its mobile app with some modern features that are increasingly popular among consumers. Clients can now scan and send documents to their Merrill Lynch adviser using their smartphone camera, view activity in their Bank...

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...

The advice industry's age discrimination problem

May 13, 2015

The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it. Only 30% of financial advisers are actively looking for clients under age 40, according to a survey of 500 advisers by the...

Millennials don't feel like top priorities for advisers

April 2, 2015

Young investors, with little money stored away for investing, don't think advisers consider them a top priority. Given the assets-under-management mentality of many financial advisers, that sentiment should not be a big surprise. But by setting...

Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

Capitalism is beautiful. Young prospects might disagree

December 11, 2017

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

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 are saving but their fear of stocks could hurt them

April 21, 2015

Millennials might be saving more than older folks but they are also the age group that will have the biggest retirement savings burden in history because of their aversion to risk. BankRate.com's financial security survey found that although...

Advisers flub in talking about wealth transfer

April 9, 2015

The majority of financial advisers are missing the boat when it comes to having important conversations with clients about passing wealth on to the next generation — thereby losing a big opportunity to hold onto those assets after those clients...

Don't ignore estate planning for millennial clients

December 3, 2014

The cobbler's children go unshod, and the estate planning reporter has no estate plan. Though estate planning has been a fun part of my coverage at InvestmentNews for about a year, I've always envisioned it as an esoteric practice for moneyed,...

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...

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...

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...

Retirement planning? Say what? Here are the services millennials really want

September 30, 2015

Financial advisers won’t win over the under-40 crowd with phone calls and offers to discuss retirement strategies and estate planning. But millennials should not be ignored — they need financial help and can become good clients. The services...

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