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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.
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.
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.
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.
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 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.
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.
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?
BusinessWeek August 14, 2008	Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
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	Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged.
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.
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.
CRM November 2006 Colin Beasty	Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life.
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.
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 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 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.
BusinessWeek August 14, 2008 Liz Ryan	Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them.
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.
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 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.
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, 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.
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.
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.
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 October 2011	Frontline News Independent Advisors On The Rise... Uncertain Times For BofA Advisors... Gen Y Good Target For Advisors... etc.
Bank Systems & Technology April 27, 2010 Penny Crosman	Channel Innovation: Building Online Relationships Looking to attract and retain Gen Y and other hard-to-reach customer segments, banks such as 1st Mariner and SunTrust are getting more creative in reaching out to customers online.
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.
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.
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.
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?
Job Journal August 13, 2006 Bob Rosner	Working Wounded: Reviews for `Bossy' co-Worker Readers handle pushy co-workers by pushing back.
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.
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.
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.
Registered Rep. June 1, 2012 Gleeson & Britton	Youth Exodus Gen X and Y move assets more often than their parents.
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?
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 Advisor January 2012	Frontline News Advisors who want to recruit Gen X and Gen Y members as clients should look to the children of their existing clients who are in or near retirement.
Bank Technology News June 2011 Penny Crosman	E-Coupons a Hit Among Mobile Banking Users New trends present a marketing opportunity for banks and retailers to deliver coupons and marketing messages by phone.
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.
CRM November 1, 2006 David Myron	The Growing Consumer Disloyalty There isn't much difference across generations when it comes to consumer loyalty.
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.
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.
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 Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.