Displaying 9 results
People don’t get how robos work, and that’s a problem, J.D. Power finds
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
How advisers can get Gen Yers to take some risk
Young investors' conservative investing mindset will work against them in saving for retirement.
10 things I learned at #FinCon13
After attending a lot of financial planning conferences, here's why Sophia Bera "hearts" #FinCon13
Ignore Generation Y clients at your peril
Young people need financial planning guidance; present opportunity for long-term relationships.
Advisory firm targets Gen X and Y clients
Everything at oXYGen Financial Inc., from its unusual name to the Wii gaming system in its lobby, is…
Reaching out to Generation X and Y investors
With so much attention focused on baby boomers, it is easy to forget about the investment needs of the tens of millions of members of Generation X (roughly 34 to 45 years old) and Generation Y (16 to 33). It turns out that these younger investors aren't confident about investing, and more than half think that working with a financial adviser isn't worth the cost, a recent study found.
Gen Y gets its financial news from Twitter
Financial advisers who are looking to attract younger clients had better sharpen their tweeting skills.
An invitation to rant
In an effort to attract new Generation Y customers, a credit union has launched an unusual campaign encouraging people to voice their concerns about financial institutions on video.
Monday Morning: Generation Y has money, needs advice
With increased competition in the financial services industry, discovering untapped sources of potential customers has become more important…
