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Registered Rep.
August 29, 2012
Jerry Gleeson |
Banking on Advice Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied.   |
Financial Planning
September 1, 2008
Brian T. Jones |
The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial. |
Investment Advisor
August 2010
Savita Iyer-Ahrestani |
Retirement Planning: Serving Gen Y Now Advice for advisors on branding, service, and capturing Gen Y -- and its assets -- now. |
Financial Advisor
November 2012 |
Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65. |
Investment Advisor
April 2007
Marlene Y. Satter |
An Area of Concern? Financial advisors need to make sure their female Gen X clients are adequately insured, according to a survey. |
BusinessWeek
August 14, 2008
Karen Auby |
A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team. |
Job Journal
May 10, 2009
Penelope Trunk |
Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y. |
Registered Rep.
November 16, 2011
Diana Britton |
How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors. |
Financial Advisor
May 2011
Frederick & Simonoff |
Perceived Danger After watching two market meltdowns, Generation X and Y are confused and see themselves as savers, not investors. |
On Wall Street
September 1, 2010
Bill Willis |
Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y. |
Bank Technology News
July 2008
Anthony Malakian |
Generation N(Y)xt Although Generation Y has been called the "DotNet Generation" members appear more suspicious of Internet banking than Gen Xers. |
Entrepreneur
April 2008
David Worrell |
Fountain of Youth This savvy entrepreneur is out to prove that investing's for all ages. |
Financial Planning
May 1, 2012
Mason Braswell |
Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously. |
Bank Technology News
April 2008
Anthony Malakian |
Young Folks Ask Banks: Where's the Love? The youngest customers are the least loyal and the most willing to switch to new financial institutions. What can banks do to change this? |
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 Planning
April 1, 2013
Dave Grant |
Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around. |
The Motley Fool
December 11, 2009
Selena Maranjian |
Don't Make This Tragic Error A recent Fidelity Investments study of Americans aged 22 to 33 -- the "Gen Y" cohort -- revealed some alarming truths about young workers' financial health. |
AFP eWire
September 16, 2013 |
Surprises abound in 2013 Next Generation of Canadian Giving Study The 2013 Next Generation of Canadian Giving Study reveals the charitable giving and communication preferences of four generations of Canadian donors: Gen Y, Gen X, Baby Boomers and Civics. |
Job Journal
July 10, 2005
Michael Kinsman |
Career Pros: Young and Old Find Common Ground A new study finds that different generations work well together. |
Registered Rep.
May 20, 2011
Diana Britton |
NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y. |
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. |
Food Processing
August 2007
Barbara Katz |
Focus On: Generation Y In response to stress and packed lives, Gen Y has two key emerging areas of nutritional interest: energy and immunity. |
Bank Systems & Technology
September 17, 2007
Nancy Feig |
Age Matters When it Comes to Channel Preference Though generational differences greatly influence consumers' banking behavior and young consumers have a clear preference for online banking, traditional channels still are important for servicing all generations, two recent surveys suggest. |
BusinessWeek
August 14, 2008 |
Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace. |
CRM
November 2006
Marshall Lager |
X Ways Generation X's consumer identity isn't easy to pin down, but a large aspect of successful selling to this crowd involves clarity, honesty, and open communication. |
Financial Advisor
June 2008
Jeff Schlegel |
X Marks The Spot A new study indicates that Gen Xers -- a group roughly defined as 32 to 43 years old -- have basically outgrown their slacker stereotype and roared into adulthood with greater wealth potential than their parents' generation. |
Job Journal
January 31, 2010
Penelope Trunk |
Brazen Careerist: A New Age of Leadership A new dynamic for the next generation of leaders in the workforce. |
AFP eWire
October 9, 2013 |
Top Ten Things: #GivingTuesday Goes Global, Partners From Around the Globe Join the 60-Day Countdown to December 3, 2013 (Oct. 9, 2013) Younger Donors/Gen Y/Millennials... Fundraising Strategy/Approach: Friendraising, what's in it for you?... Online/Social Media: 5 Ways to Use Web Forms for Your NPO... |
Financial Planning
October 1, 2011
Katie Kuehner-Hebert |
Winning Over Gen Y The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still, some planners are proving that it's possible to attract clients at the beginning of their careers. |
CRM
November 1, 2006
David Myron |
The Growing Consumer Disloyalty There isn't much difference across generations when it comes to consumer loyalty. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Wall Street & Technology
December 12, 2007
Penny Crosman |
Fidelity, Thrasher Fund and Cake Financial Take Unique Approaches to Serving Generation X and Y Investors Financial firms are embracing mobile technology, Web 2.0 tools and social networking principals to reach Gen X and Gen Y. |
AFP eWire
February 5, 2013 |
Getting to Know Your Future Nonprofit Leaders A new report from 21/64 and the Dorothy A. Johnson Center for Philanthropy shows a behind-the-next-generation look at the future leaders of philanthropy and how their giving differs and remains the same from their parents and grandparents. |
Financial Planning
December 1, 2012
Dave Grant |
How to Wow Generation Y Clients Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas. |
On Wall Street
May 1, 2013
Lorie Konish |
Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey. |
On Wall Street
May 1, 2010
Matthew Leung |
X Marks The Spot There's no doubt that boomers need your help meeting the challenges of retirement. But what about Gen X, the next generation of investors? |
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 Planning
December 1, 2010
Donald Jay Korn |
Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future. |
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? |
The Motley Fool
July 5, 2006
Dan Caplinger |
Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially. |
ifeminists
November 10, 2004 |
Letter: Grandparent Visitation Statutes Parents who oppose the grandparent visitation statues do not oppose grandparent visitation. They are simply against the "forced visitation" laws that are devastating to children and parents. |
BusinessWeek
August 14, 2008
Liz Ryan |
Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them. |
Entrepreneur
January 2007
Jennifer Pellet |
Teen Tax Alert Changes in tax law could affect how much your kids are taxed. |
BusinessWeek
October 8, 2007
Jack & Suzy Welch |
Generation Y's Bad Rap Generation Y has a reputation of being greedy and swaggering. In reality, they are driven, thoughtful, and candid. |
Bank Technology News
April 2010
Michael Sisk |
Dexia Gives Kids Their Own Bank Brussels-based Dexia Bank created a whole separate bank, Axion, exclusively to serve customers aged 12-24. |
CRM
February 2012
Judith Aquino |
Gen Y: The Next Generation of Spenders They're young, educated, and tech-savvy. Here's how to get them to pay attention to you |
Registered Rep.
May 13, 2013
Lauren Barack |
Baby Boomers Driving the Technology Wave Forget "next-gen." The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought. |
CRM
February 2012
Leonard Klie |
Gen X: Stuck in the Middle This generation's size and spending power doesn't rival other generations, but its presence and influence should not be ignored. |
The Motley Fool
February 19, 2008
Colleen Paulson |
Who Can Save Financials Now? Help may come from an unlikely source (and no, it's not the Fed). |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
