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Millennials In Finance

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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.

Young Investors' Support For ESG Causes Declines In 2023 'Gut Check'

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Long thought to portend a strong future for the style, the once-strong appetite for ESG among millennials and Gen Z has plummeted.

More Than One-Third Of American Workers Turn To Freelance Jobs In 2023

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Some took side gigs to supplement their income, others turned away from traditional full-time jobs entirely.

Stocks As Gifts For The 2023 Holidays

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Stocks as gifts for children and young adults help to promote financial literacy and build savings.

What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Debt, Delayed Marriages Keeping Millennials From Home Ownership, Fed Report Says

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Young people's decision to marry and parent later is having an effect on home buying.

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