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Millennials In Finance

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The Young & The Bold: Young Advisors To Watch In 2019

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Abandoning AUM fees, many younger advisors are creating their own business models.

Tibergien: Advisor Firms Need To Get Younger, More Diverse

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“There are more CFPs over the age of 70 than under the age of 30,” consultant Mark Tibergien warned advisors.

Advisors Urged To Pay More Attention To Young Clients

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Fee-based financial advice for younger clients is the future of the advisory industry, this advisor said.

Why Most Americans Lack A Written Financial Retirement Plan

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Three out of four baby boomers lack a written financial plan, according to a Fidelity study.

Generation Z Americans Will Be The Ultimate Cannabis Consumers

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The children of Gen Xers view marijuana use as part of everyday life, industry people say.

Success Means Financial Independence For Young Adults, Survey Says

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That may reflect the heavy student debt load that younger generations are carrying, according to the survey.

CFP Board Offers Advisors Guide For Better Hiring, Employee Retention

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The guide also lays out a model career path that advisors can use for their employees.

61% Of First-Time Buyers Struggle To Find Affordable Homes

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A U.S. shortage in affordable homes is hitting millennial home buyers hard, according to a LendingTree survey.

Millennials Most Worried About Markets, Economy, Survey Finds

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Gen Xers and baby boomers are less fearful of investing in the market, the Allianz Life survey found.

Good Advisors Are Hard To Find, Pershing Poll Says

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For the third year in a row, recruiting woes are named the top challenge facing Pershing's "elite" financial advisors.

Financial Advisors Will Not Be Replaced By Technology, Investors Say

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Investors are optimistic about reaching their financial goals, Wells Fargo says.

There's A Middle-Class Threat To The Fabric Of Global Economy

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Millennials are struggling to join the middle-class cohort.

92% Of Advisors Using Social Media To Gain New Clients

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More than half of advisors surveyed said they use social media for business development and client relations.

Investors' Guide To Gen Z: Weed, Social Justice And Kylie Jenner

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It may be time to diversify your client's portfolio beyond millennials.

Teens Not Feeling Good About Their Financial Future, Survey Says

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Many teens feel they will be dependent on their parents for years to come, a new study says.

Help Wanted: Online FPA Board Designed To Help Job Seekers

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FPA Job Board will connect financial planning job seekers with advisory firms.

New Advisors Need Help Transitioning From Classes To Practice

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Young advisors need guidance as they take over from older, retiring financial planners.

The Bond Between Impact Investing And Philanthropy

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Relating clients' charitable goals to investment choice results in more thoughtful advice.

Middle-Aged Gen Xers The Worst At Saving Money, Report Says

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Both baby boomers and millennials do a better job of saving money for retirement, according to a MetLife survey.

Baby Boomers Control Most Of U.S. Wealth, Report Says

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But Gen Xers and millennials are starting to catch up as they enter their prime wealth accumulation years.

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