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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. |
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. |
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. |
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. |
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 Tamara Erickson |
Don't Treat Them Like Baby Boomers Generation X has a different set of values. Deal with it. |
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 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 |
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. |
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. |
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. |
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. |
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 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. |
BusinessWeek August 14, 2008 |
Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace. |
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. |
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. |
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? |
CRM November 2006 Colin Beasty |
Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life. |
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. |
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. |
Registered Rep. June 1, 2012 Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents. |
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 |
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. |
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. |
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 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 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. |
BusinessWeek August 14, 2008 Liz Ryan |
Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them. |
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. |
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. |
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. |
Salon.com October 9, 1999 Holly J. Lebowitz |
Lost and found Why America's 80 million-strong Generation X may be losing its religion but finding its soul. |
Job Journal May 10, 2009 Penelope Trunk |
Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y. |
Outside January 2004 |
Stoke Goes Prime-Time Generation Y wants more X -- extreme sports, that is -- and ESPN's putting out. |
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 April 2010 Lauren McKay |
Generation Green Why Gen Y and the Millennials are greener than you'll ever be. |
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. |
Registered Rep. December 1, 2006 Kristen French |
I Want My MTV Due to poor spending and savings habits, the finances of the MTV Generation are in much worse shape than those of adults their age just two decades ago, according to a study. |
Entrepreneur April 2008 David Worrell |
Fountain of Youth This savvy entrepreneur is out to prove that investing's for all ages. |
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. |
Reason December 2003 Julian Sanchez |
Misreading Millennials There's little agreement on the political character of the largest U.S. demographic cohort since the baby boom. The Millennials serve as a political Rorschach test, with partisans of the left and the right each seeing their own proclivities as dominant. |
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? |
CIO March 1, 2006 Paul Greenberg |
Move Over, Baby Boomers Gen X-ers want far more collaboration with companies - both as customers and as employees. CIOs are uniquely positioned to help their enterprises meet the demands of this new technology-savvy generation. |
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 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. |
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. |
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. |