Millennials In Finance

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End The War With Gen Z Over Who Had It Worse

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In the war among the generations over how hard it was when they were young, everyone has a point.

Vanguard Looks At Market Timing And Sees A Terrible Idea

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Market timing leads to unnecessary losses, the company's research arm says.

Why Advisors Should Consider Embracing AI

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There are things that AI will do better than humans can. Personalization, communication and empathy will all be enhanced.

Young Advisors To Watch In 2024

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Our ninth “Young Advisors” list shows that advisors can win clients by showing individuality and resolve.

It's Time To Prepare For When, Not If, AI Replaces Advisors

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Generative AI is a fast-moving megatrend that will transform the wealth management industry.

Voters See Retirement Crisis Looming, Survey Says

by FA Staff

Eighty-seven percent of surveyed voters said they foresee a retirement crisis.

N.J. RIA Launches With Eye Toward Young Investors, Subscriptions

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Alooola, launched by Glen Eagle Investments in New Jersey, describes itself as a "wealth platform for the next generation."

Larry Fink Calls On Boomer Generation To Fix 'Retirement Crisis'

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The BlackRock CEO says young people "have lost trust in older generations."

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Many Millennial Millionaires Looking To Switch Advisors, J.D. Power Says

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Investors' satisfaction saw a significant year-over-year increase due to the stock market performance, the study said.

Merit Buys $542M Viren In Washington State

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The Spokane, Wash.-based firm specializes in retirement plans, group employee benefits and life and disability insurance.

Millennial And Gen Z Wealth Jumped 40% In 3 Years, Nearing $6T

by FA Staff

The gains were buoyed by stock ownership and home buying, Cerulli said.

Advisors Reveal Strategies For Holding Onto Next-Gen Clients

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Telling the kids what you did for their parents isn't good enough, they say.

Lights! Camera! Advisors Discover The Power Of Video Marketing

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These advisors are producing videos to reach out to potential clients.

Matt Boersen Becomes Youngest-Ever CFP Board Chair

by FA Staff

Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.

Unemployed Americans Are Being Forgotten In A Strong Job Market

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Solid labor-market data may hide the pain of those in recent cuts in sectors like housing, technology and human resources.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

How To Talk Financial Priorities With Younger Adults

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They want to retire earlier, says an Edward Jones study.

Young Clients Want Their Advisors To Be Like Personal Trainers, Fidelity Says

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Fidelity spoke with more than 3,000 adult investors about their 2024 resolutions.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

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