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Millennials In Finance

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Solving Younger Clients’ Covid Concerns

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Protecting their future—and the future of your firm.

Advisors Better Get Used To Virtual Meetings Because They May Be Here To Stay

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Embracing virtual meetings introduces a host of behavioral challenges for advisors, a consultant says.

TD Ameritrade To Play Virtual Matchmaker For RIA M&A

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The new service, RIAConnect, can also be used to source next-generation talent.

Crisis Causing More Young Adults To Seek Out Financial Advisors

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Millennials, Gen Xers and Gen Zers are taking their finances more seriously in the wake of the epidemic, a survey says.

Advisors, Clients Still Light Years Apart On Values-Based Investing

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Depending on their age, advisors both underestimate and overestimate the importance of values-based investing.

3 CRM Strategies To Target Millennials In The Experience Age

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Advisors can leverage the power of intelligent CRM to reach the next generation of customers.

Americans Rank Advisors' 'Emotional Intelligence' Above All Else

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Clients want advisors who are good listeners and communicators, according to a new survey.

The Tumultuous First Quarter Weighed On Robo-Advisor Portfolios, Too

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SigFig, Fidelity Go and Axos Invest offer the best long-term performing robo-advisor portfolios.

Angry Undergrads Are Suing Colleges For Billions in Refunds

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Many of the suits are seeking compensation for the difference in value between the virtual and in-person experience.

Young Advisors To Watch In 2020

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As younger advisors try to steer a course for their own careers, they also show that the industry itself is changing.

CFP Board, Cal Lutheran Establish Minority Scholarship

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The joint effort is meant to increase the number of CFP professionals from underrepresented minority populations.

Motif Investing Announces Plans To Shut Down In May

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Motif Investing will shut down on May 20, according to a company announcement.

Filling The Talent Gap In Financial Planning

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The lack of young people choosing careers in financial planning is a major issue.

Student Loan Counseling Offers Business Opportunities

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Financial advisors cannot ignore student loan debt, says Justice Rice, a certified student loan advisor.

Millennials Are Getting Stung By Back-To-Back Economic Crises

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Millennials were already on more precarious financial footing than their elders before the pandemic.

Bear Market Causes Plunge In Number Of Rich Households

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Advisors need to switch their focus to millennials, Spectrem Group says.

U.S. Household Debt Exceeds $14 Trillion For The First Time

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Financial optimism may be a castle built on air as U.S. household debt reaches new peaks.

Adult Kids Prefer To Be Clueless About Boomer Parent Retirement Savings

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Millennials and Generation Xers are not confident about their parents' retirement plans.

Happy Accidents Or Planned, Advisors Enjoy Virtual Practices

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More advisors of all stripes are creating virtual firms to cut costs and work with a geographically spread-out client base.

Advisor Who Was Undercover Informant In NCAA Corruption Probe Avoids Prison

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Louis Martin “Marty” Blazer III was sentenced to one year of probation Thursday by U.S. District Judge Edgardo Ramos in New York.

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