Results for "next gen"

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Employer assistance with student loan debt huge lure for millennials

August 7, 2019

Like millions of her peers, Nicole Read graduated with thousands of dollars of debt. Unlike most of them, she's getting direct help from her employer to pay it back. (More: Advisers step up efforts to help clients manage student loan debt) The...

Time to shift your hiring goal from 'culture-fit' to 'culture-add'

August 3, 2019

As a firm owner or decision-maker, you have the power to make an impact on this profession. Unfortunately, it's not always easy to know where you can "plug in" to the diversity, equity and inclusion (DEI) movement. One key contribution we can...

Robinhood valued at $7.6 billion after latest round of funding

July 22, 2019

Robinhood Markets Inc. has closed a new round of funding valuing the company at $7.6 billion. That's up from its latest $5.6 billion valuation in 2018. The company raised $323 million in the most recent deal. Bloomberg reported in May that Robinhood...

Dearth of young advisers who can meet participant needs

July 20, 2019

The cliché that problems are just opportunities in disguise is rarely true. But sometimes they can be. And sometimes they can solve really big problems. For example, there are tens of millions of defined contribution participants in need of...

Young leaders, take note of these three key qualities

June 22, 2019

It's debatable whether a perfect definition of leadership exists. But one thing is not debatable. Leadership is hard. What's more, the challenges of being a leader can be amplified for young people who have limited experience to draw on when...

Assigning a chief diversity officer doesn't fix an inclusion issue

May 15, 2019

We hear a lot about diversity, equality and inclusion, and with good reason. Our society has come a long way, but more needs to be done for the American workforce to truly reflect the multicultural makeup of America. Despite the nationwide push...

Millennials drawn to JPMorgan app offering free trades

May 15, 2019

JPMorgan Chase & Co.'s investing app is attracting newbies. Half of customers opening accounts on the bank's You Invest platform are millennials, according to Kunal Vaed, head of digital self-directed investing at JPMorgan. Some have been tempted...

Financial firms must attract millennial advisers to serve new generation of clients

May 13, 2019

Millennials may not earn as much as their parents, but they are expected to receive an influx of wealth as baby boomers begin to transfer their assets. In fact, over the next 30 to 40 years, millennials in North America will inherit more than...

Only 13% of adult children would use parents' adviser: Cerulli

May 9, 2019

Here's a sobering statistic for advisers who believe they will serve the adult children of aging clients — only 13% of affluent investors report that they choose to work with that adviser, according to new research from Cerulli Associates....

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

Hiring young advisers: You can't start too early

April 8, 2019

The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference,...

10 millennials making their mark in Washington — and beyond

February 16, 2019

Millennials are no longer young kids, and you'll think twice about deriding them with generic tags like "unambitious" and "entitled" when you meet this next generation taking power in Washington, and beyond. "I continue to believe that all the...

What millennials really want out of fintech

February 13, 2019

The push to attract millennial investors, and the trillions in assets supposedly being transferred to us, has been a key driver behind recent industry trends, especially technology, which is often sold as a sort of magic bullet for bringing...

Ric Edelman is bullish on bitcoin, calls much of the advice industry ignorant of its potential

December 12, 2018

Ric Edelman believes in the future of cryptocurrencies so much, he is selling his personal investment in Bitwise Investment Management, a creator of cryptocurrency index funds, so as not to have a conflict of interest should he recommend the...

Embrace innovation to attract next-gen investors

November 19, 2018

Millennials, generally defined as Americans born between 1980 and 2000, make up the largest demographic group among U.S. adults, and they are quickly becoming the wealthiest. Research from Deloitte estimates that the total net worth of this...

Want to attract millennial investors? Time to rethink AUM pricing

November 15, 2018

As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients. But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23%...

Understanding the Nuances of Irrevocable Trusts

November 1, 2018

A successful estate plan involves minimizing taxes while transferring wealth to the next generation in an efficient manner. To achieve this goal, many turn to the irrevocable trust. As you may know, property transferred to an irrevocable trust...

6 myths about millennials that could harm adviser businesses

October 27, 2018

Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion. To a certain extent, it's not entirely advisers' fault. Seemingly...

FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

FPA welcomes conference attendees with #MeToo notice

October 4, 2018

Attendees of the Financial Planning Association's annual conference in Chicago this week were greeted at registration with a sobering reminder of the times in which we live, in the form of a card detailing the conference harassment policy. The...

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