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Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
Registered Rep. November 1, 2004 David A. Gaffen	Wealth Transfer? What Wealth Transfer? Many in the financial services industry are starting to think the wealth transfer estimates are way overblown.
Foundation News & Commentary Jan/Feb 2006 Sharna Goldseker	Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Planning June 1, 2013 Bob Veres	Boomers vs. Gen X & Y: Mind the Gap Friction between the generations has been around forever. But does it actually matter in the workplace?
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
CRM February 2012	What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways.
Financial Advisor June 2005 Sydney LeBlanc	Thinking Outside The Managed Account Box An interview with Steve Gresham, executive vice president of Phoenix Investment Partners Ltd., and also a member of the Money Management Institute Board of Governors on the state of the managed account industry.
CRM November 1, 2005 David Myron	Bye-Bye Boomers, Welcome Yers There's no question that when boomers retire their spending habits will change. However, this doesn't mean economic calamity for Wall Street, as several factors can help sustain the economy.
On Wall Street September 1, 2012 Mason Braswell	Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.
Entrepreneur March 2009 Chris Penttila	How to Manage Generational Dynamics Gen Xers, Gen Yers, Millennials and Boomers are all working alongside each other. But how do you get them to work well together?
IndustryWeek June 1, 2008 John R. Brandt	Brandt on Leadership -- Talkin' Bout My Generation Here is a guide to recent research on generational management.
Financial Advisor November 2007 Mitch Anthony	Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know.
Financial Advisor April 2006 Deena Katz	A Partnership In Productive Aging Boomers will look to financial advisors as their financial mentors, educators and life diagnosticians. Consequently, advisors need to do some practice retooling to meet these new requirements.
AFP eWire February 7, 2012	Giving Data Show Boomers Poised for Record Giving Capacity Data and historical trends show that there is great capacity among older Americans, boomers and the next generation of donors to give more than ever.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
BusinessWeek August 14, 2008	Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged.
Financial Planning September 1, 2006 Dan Wheeler	Boomer Bust? The coming boomer retirement wave has spawned much conjecture on what will happen to the stock market. Here's what to consider.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
Financial Advisor March 2012 Somnath Basu	The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts.
AFP eWire September 12, 2005	Boomers Lead Generation Giving, But Younger Groups Showing Potential A new study reports that the baby boomer generation now gives more to charities than any other generation, while younger donors are showing a stronger than expected proclivity to support nonprofit organizations.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.
Financial Advisor April 2005 Lewis J. Walker	The Power Of Boomer Value-nomics What life and the election tell us about our future as baby-boomer Americans.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
Financial Advisor April 2005 Evan Simonoff	Editor's Note: Hard Times, Great Expectations Boomers took the U.S. and global economies to another level, but imbalances persisted. Just look at how European and Asian nations are dependent on the unbridled spending of American consumers, and we are dependent on their savings. Something has to give.
CRM November 2006 Colin Beasty	Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life.
BusinessWeek August 14, 2008 Liz Ryan	Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them.
Financial Advisor February 2006 Ronna Del Valle	Refocusing Estate Planning Generational Continuity, an uninterrupted financial connection between generations, may offer a way to move emotion-bound clients forward.
Registered Rep. February 1, 2003 Lynn O'Shaughnessy	Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you.
Reason March 2005 Jeff A. Taylor	Boomer or Bust Reflections of a baby boomer: What started as an effort to build a counterculture soon fragmented into many niche subcultures that had nothing to do with (or even hated) flower power.
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
Entrepreneur April 2005 Scott Bernard Nelson	Trust Exercises Incentive trusts can get your heirs to jump through hoops for your money, but is one right for your family? Weigh the pros and cons.
On Wall Street July 1, 2011 Keith J. Weber	A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
Food Engineering March 1, 2005	Threats to talent pools may create perfect storm Human resources executives say incoming workers with inadequate skills pose the greatest threat to business performance over the next three years, followed by baby boomer retirement and the inability to retain key talent.
Registered Rep. June 1, 2005 John Churchill	Wall Street's Big Curtain Call How baby boomer brokers move into retirement over the next 10 to 15 years will change the face of the industry in many ways.
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
Entrepreneur May 2009 Matt Thornhill	Tap Into the Boomer Market Baby boomers: 76 million strong and a force to be reckoned with.
CRM October 2013 Paul Greenberg	The Long Tail of Customer Experience How American Girl dolls became much more than child's play.
Registered Rep. October 1, 2006 Halah Touryalai	Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says.