| Similar Articles |
|---|
 |
Investment Advisor
April 2007
Marlene Y. Satter |
Keep Them Satisfied Financial advisors know that clients' feelings about money can have a dramatic effect on the financial plans that have been crafted so carefully for them. Their attitudes on insurance providers can also play a role.   |
Registered Rep.
June 1, 2012
Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents. |
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. |
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. |
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. |
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. |
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 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? |
Wall Street & Technology
October 20, 2007
Melanie Rodier |
Gen X Has Biggest Demand for Financial Solutions, Offers Wealth of Opportunity to Financial Insitutions The 48 million U.S. citizens born between 1965 and 1977 have the greatest need for financial solutions out of any age group. But financial institutions need to provide more transparent guidance to earn their trust. |
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
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. |
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? |
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. |
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. |
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. |
BusinessWeek
August 14, 2008
Tamara Erickson |
Don't Treat Them Like Baby Boomers Generation X has a different set of values. Deal with it. |
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. |
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 Planning
February 1, 2007
Elizabeth O'Brien |
White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement. |
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 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. |
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. |
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. |
Financial Planning
April 1, 2013
Deena Katz |
Passing the Baton to Next-Gen Advisors When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors. |
Financial Advisor
October 2012
Jeff Schlegel |
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. |
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. |
On Wall Street
December 1, 2012
Denise Federer |
Communicating with Various Generations With four different generations in the workplace, communication is an essential skill for working with high-net-worth families. |
Investment Advisor
July 2007
Melanie Waddell |
Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks. |
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? |
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 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. |
Registered Rep.
December 8, 2015 |
2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip. |
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. |
On Wall Street
March 1, 2013
Rachel F. Elson |
Hiring the Next Generation A combination of the right recruitment, development and technology spells success for advisor firms. |
Registered Rep.
February 5, 2013
Megan Leonhardt |
Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space. |
AFP eWire
December 21, 2010 |
How the Young Give A new report suggests that "Millennial" donors (adults born since 1981) have different approaches to giving, and suggests ways to adapt to a more connected and global-minded generation. |
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. |
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
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. |
Job Journal
August 22, 2010
Penelope Trunk |
Brazen Careerist: Shorten Your Stay at Entry Level Starting at the bottom doesn't mean you have to stay there very long. |
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? |
Entrepreneur
December 2004
Rieva Lesonsky |
Leaving Their Mark A look at the impact of the baby boomers. The aging of the boomers will create more opportunities and challenges for entrepreneurs. |
Job Journal
August 13, 2006
Bob Rosner |
Working Wounded: Reviews for `Bossy' co-Worker Readers handle pushy co-workers by pushing back. |
Investment Advisor
April 2009
Melanie Waddell |
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough. |
Registered Rep.
October 21, 2014
Alan Lavine |
Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs. |
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. |
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. |
On Wall Street
September 1, 2008
Helen Kearney |
Meet the Gen X Millionaires They're young, they're rich and they're not afraid of risk. Read the profiles of these four successful entrepreneurs and see how you can attract more wealthy Gen X clients to your book. |
Financial Advisor
November 2012
Kate Statler |
The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead. |
