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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
Bank Systems & Technology February 23, 2010 Penny Crosman	How Banks Can Meet the Needs of Generation Y A survey of 1,055 consumers finds banks have a lot of opportunity to reach the 18-to-30-year-old customer segment if they start catering to this group with SMS alerts, online financial advice and videoconferencing.
Bank Director 1st Quarter 2009 Chris Costanzo	The Next Generation of Banking: Is Your Institution Ready for Them? The Y generation takes a whole new approach to financial services. Here's what you need to know about them.
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.
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.
AFP eWire January 10, 2005	Instant Messaging: The Next Online Donation Tool? Even though you're probably not maximizing the potential of email with donors, are you recognizing that IM and mobile text messaging is rapidly catching up to email in usage?
CRM November 2006 Colin Beasty	Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life.
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.
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.
CRM November 2006 Coreen Bailor et al.	Introduction to Generation Nation: Table of Contents In September the U.S. Census Bureau predicted that at some time during October, the U.S. population would hit 300 million. Minutes after the prediction was announced marketers embraced the most massive marketing-campaign planning opportunity ever.
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.
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?
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.
IndustryWeek June 1, 2008 John R. Brandt	Brandt on Leadership -- Talkin' Bout My Generation Here is a guide to recent research on generational management.
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.
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.
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.
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.
BusinessWeek August 14, 2008 Liz Ryan	Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them.
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.
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.
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.
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.
BusinessWeek August 14, 2008	Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.
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.
CRM November 1, 2006 David Myron	The Growing Consumer Disloyalty There isn't much difference across generations when it comes to consumer loyalty.
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?
Pharmaceutical Executive September 1, 2005 Stan Striker	Sales Management: The X Factor Pharmaceutical companies are developing incentive programs to keep Gen X sales reps motivated and productive.
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.
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.
Bank Systems & Technology August 4, 2009 Maria Bruno-Britz	Online Banking's Next Growth Spurt: Gen Y There are still opportunities for banks on the Internet channel as younger generations move online and people become confident in online data security.
Entrepreneur May 2005 Chris Penttila	What Lies Beneath Today's consumers don't fit into yesterday's molds. Here's how to get a grip on the new demographics -- and get inside your customers' heads.
Registered Rep. June 1, 2012 Gleeson & Britton	Youth Exodus Gen X and Y move assets more often than their parents.
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.
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.
Bank Systems & Technology July 1, 2009 Maria Bruno-Britz	Generational Differences, Budgets Challenge Banks' Leadership Growth Initiatives Training staffers to become future leaders of organizations takes on a new dimension as banks seek to adapt to generational needs and strict budgets.
Financial Planning May 1, 2008 Glenn G. Kautt	Career Choices Much has been written about how it will be more difficult and expensive to find and retain talented people for the financial planning industry. A financial planner discusses how he handles recruiting and hiring in his firm.
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.
CRM August 2007 Barton Goldenberg	The Rise of the Digital Client Catering to this new breed of always-on customer will require a new approach to CRM.
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.
Job Journal May 10, 2009 Penelope Trunk	Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y.
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?
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.
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.
Bank Technology News September 2008 Rebecca Sausner	PNC, Frost Respond To Gen Y Demands Attracting Gen Y customers who are used to sending 50 or more text messages a day requires a new approach to online banking.
On Wall Street March 1, 2012 Michelle Lodge	Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.
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.
CRM March 13, 2015 Loren McDonald	Content (and Data) Is King of Email Marketing Combine triggered and 'white space' emails for a successful strategy.
CRM July 5, 2013 Mitch Rose	Leveraging Every Transaction to Connect with Customers Look at empowered customers as opportunities to build your brand.
Job Journal January 27, 2008 Penelope Trunk	Brazen Careerist: Gen Y Transforming Workplace Generation Y is bringing profound change to business as usual.