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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.
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.
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.
Job Journal August 27, 2006 Michael Kinsman	How Different Generations Work Together A study on generational differences shows that even though generations generally get along in the workplace, there is a lot of room for improvement. Virginia Byrd, who has worked with six generations, agrees.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
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.
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 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?
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.
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.
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.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
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?
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.
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?
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
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.
Commercial Investment Real Estate Sep/Oct 2006 Carolyn Bilsky	Finding Common Ground The multigenerational workplace is becoming increasingly common, both within commercial real estate and across the business world. As four generations converge in the workplace, companies must find ways to maximize employee relationships.
On Wall Street February 1, 2010 Gerri Leder	Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions.
Registered Rep. April 13, 2011 Charles Paikert	Under-50s Seen as Lucrative Opportunity for Wealth Managers Wealth managers are ignoring potential clients under 50 years old at their own peril, according to a new study by Cisco Internet Business Solutions Group.
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.
On Wall Street November 1, 2008 Alden Cass	Age Before Beauty: Experience Helps in Tough Markets If you are confident and unbending in tough times, your clients will respect you.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Investment Advisor March 2008 Kara P. Stapleton	Web-Savvy Seniors A new study shows that affluent older Americans are taking more financial action online.
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
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 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?
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.
IndustryWeek February 1, 2008 Jonathan Katz	The Younger They Are, the Less Satisfied Newer-generation workers expect more from employers.
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.
Registered Rep. June 18, 2014 Matt Oechsli	Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards.
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.
Financial Planning November 1, 2006 Ray Sclafani	Ask a Coach Whatever your goals may be, a seasoned coach can help financial advisors take advantage of the opportunities that are present in a changing competitive business landscape.
Investment Advisor November 2009 Angela Herbers	The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
Financial Advisor November 2012 Kate Statler	The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead.
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.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
On Wall Street May 1, 2013 Lorie Konish	Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
On Wall Street November 1, 2012	Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.
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 12, 2005	Boomers Lead Generation Giving, But Younger Groups Showing Potential A new study reports that the baby boomer generation now gives more to charities than any other generation, while younger donors are showing a stronger than expected proclivity to support nonprofit organizations.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
On Wall Street October 1, 2011 Michelle Lodge	Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement.
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 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.