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Millennials In Finance

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Advisors Won't Like What Future Clients Really Want

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

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

Share Of Debt Held By U.S. Consumers Younger Than 50 Rises By Most On Record

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Total US household debt grew by $228 billion last quarter to reach $17.3 trillion, all driven by younger consumers.

The Tech Gold Rush Is Over. Where's The Next One?

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Ambitious young people in search of their fortune are looking for a new industry.

More Investors Acting On Social Media Financial Tips, TD Wealth Says

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Any information gained on networks like TikTok or X (formerly Twitter) should be vetted by a financial professional, a TD Wealth executive said.

Founders Beware: Younger Advisors Are Leaving

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The next generation of advisors may be looking to find a new firm.

Recession-Scarred Millennials Favor Bond ETFs More Than Boomers

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ETF investors born from about 1981 to 1996 have 45% of their portfolios in fixed income, according to a study by Schwab.

NYC Child Care Hits $45,000 A Year With U.S. Prices Surpassing Pre-Pandemic Levels

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Since 1990, child-care prices have risen faster than prices for essentials like housing, transportation and groceries.

Younger Generation Hungry For Advice, Fiscal Security, Edward Jones Says

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A company survey found that young investors represent a large opportunity for advisors.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Student Loan Borrowers Face 'Complete Mess' As Payments Restart

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borrowers are growing frustrated with the industry, long criticized for miscommunication, bad record keeping and misallocation of payments.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

Kitces Says XY Planning Network Exploring Launch Of Corporate RIA

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Network firms, growing at nearly 30% annually, want XYPN to serve as their compliance officer, the co-founder said.

SEC Warns Investors To 'Do The Math' On Advisor Subscription Fees

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The fees may seem cheap, but can gradually eat away an investment account, the SEC said.

Gen Z's Desire For DEI Focus Clashes With Reality Of Culture Wars

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About three-quarters of Gen Z workers want employers to make diversity a priority.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Top States For Small Business Taxes

by FA Staff

A new ranking says these states offer the most friendly tax environment for small businesses.

Generations Differ On What To Look For In Advisors, Northwestern Mutual Says

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Millennials look for advisors who help them devise a financial plan and stick to it, a company survey found.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

A Playbook To Understand Young Investors' Fears

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The Playbook team developed a platform and app that educate users on building wealth.

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