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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.   |
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
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. |
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 14, 2011
Susan Konig |
NOT My Generation: How to Manage Multiple Generations of FAs A 2010 survey by Lee Hecht Harrison, a Woodcliff, N.J., career management firm, found that over 60 percent of employers surveyed said they were experiencing substantial tension between employees of different age groups. |
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. |
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. |
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. |
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. |
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 |
Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged. |
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. |
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
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. |
Job Journal
August 13, 2006
Bob Rosner |
Working Wounded: Reviews for `Bossy' co-Worker Readers handle pushy co-workers by pushing back. |
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. |
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 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. |
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 |
BusinessWeek
August 14, 2008
Liz Ryan |
Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them. |
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. |
Job Journal
January 27, 2008
Penelope Trunk |
Brazen Careerist: Gen Y Transforming Workplace Generation Y is bringing profound change to business as usual. |
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
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. |
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. |
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. |
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. |
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. |
Job Journal
May 10, 2009
Penelope Trunk |
Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y. |
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. |
Registered Rep.
June 1, 2012
Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents. |
Entrepreneur
August 2004
Joanne Cleaver |
Management Buzz 08/04 Hiring ex-employees as consultants, Millenial workers, and more. |
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 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. |
AFP eWire
May 13, 2013 |
#GivingUnderTheInfluence, aka, How to Influence the Next Generation of Giving On April 24, four panelists gathered to discuss their views on employee engagement in a digital culture. They shared their own troubles and triumphs with next-generation giving and gave guidance on how to bridge the gap of giving. |
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. |
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. |
CRM
November 2006
Colin Beasty |
Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life. |
CIO
May 3, 2009
Stephanie Overby |
Growing Gen-Y Leaders Why you need to give your millennials real leadership responsibilities. |
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. |
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. |
BusinessWeek
August 14, 2008
Tamara Erickson |
Don't Treat Them Like Baby Boomers Generation X has a different set of values. Deal with it. |
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. |
CRM
November 2006
Jessica Sebor |
Y Me Members of Generation Y were the first to mature in a media-saturated, tech-savvy world -- here's how to blow past the buzz and get the brand into their brains. |
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. |
Investment Advisor
June 2006 |
Retirement Planning: Behind the Numbers What do consumers want when it comes to financial advice? It turns out the generations like getting their financial advice in different ways. |
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. |
Insurance & Technology
April 1, 2008
Margaret Resce Milkint |
Insurance Companies Can Leverage Their Use of Cutting-Edge Technology to Attract Talent Insurers should publicize their technology innovation as part of their recruitment messages to attract top talent. |
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
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. |
