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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 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.
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.
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.
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.
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 Liz Ryan	Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them.
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 October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
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 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.
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.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
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.
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
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
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.
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 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.
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.
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 January 1, 2009 Stacy Schultz	Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.
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.
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.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
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.
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?
BusinessWeek August 14, 2008	Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.
Wall Street & Technology February 23, 2009 Mark Halverson	Retail Financial Services Firms Must Adapt to Changing Landscape With investors' trust shaken, firms need new approaches to working with wealth management clients.
Financial Planning March 1, 2010 Mary Quist-Newins	Untapped Market Beneath the rubble of last year's disaster, one group of clients is prospering. American women.
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.
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.
Financial Planning November 1, 2008 Ingrid Case	Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future.
Financial Planning July 1, 2005 Ed McCarthy	Young Tech Turks Financial planning firms looking to upgrade their technology expertise are turning to Generation Y interns.
Investment Advisor June 2007 Angela Herbers	Bidding War Here's how financial advisory practices can attract and retain high-quality professional talent, when they can't afford to pay the high competitive compensation of the big firms. The secret is that one needn't offer the biggest paycheck, just the best job.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Planning March 1, 2013 Ann Marsh	Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding.
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.
Job Journal May 10, 2009 Penelope Trunk	Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y.
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 November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
Financial Planning November 1, 2012 Dave Grant	It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade.
Financial Planning August 1, 2011 Geraldine Otero	VirtualPlanning According to a 2010-11 survey by the Financial Planning Association, about a quarter of financial planning firms use an alternative workplace strategy.
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.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Job Journal March 23, 2008 Penelope Trunk	Brazen Careerist: Recession's Minimal Impact on the Job Market Why companies will keep recruiting regardless of the recession.