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Millennials In Finance

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Advisor Burnout Is Real. How To Prevent It

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A rapidly changing industry and Covid-19 have many advisors feeling stressed, said NYLI's Jennifer Tarsney.

Ken Griffin Sees Young People Making 'Grave Mistake' Working At Home

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The hedge fund manager also said working outside the office hinders innovation.

NextGen And Gamification

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If young investors are attuned to what's going on, they can gain a sense of the time value of money. It's a lesson worth a lifetime.

Google, Apple, Facebook ... The Next Players In Wealth Management?

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Many people would consider financial advisory services offered by these tech giants, according to an Accenture survey.

End Of Covid Safety Net Sends Gig Workers Back To Square One

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With the Pandemic Unemployment Assistance winding down, gig workers have few options for support.

Young Talent Isn't Following The Money To Wall Street

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Long hours, the pandemic and the lure of startups are taking their toll on recruitment for the traditional investment banks.

‘A Lot of Very Young People' Are Going To Buy The Dip In Stocks

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The S&P 500 has closed 3% below a record high multiple times this year, only to bounce back.

Americans' Shift To Be Their Own Bosses Is Lasting In Pandemic

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Large numbers of Americans are quitting their jobs, many to become entrepreneurs.

Crypto Demand From Millennials Poses Big Test For Robo-Advisors

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As the finance sector starts to embrace crypto, you still won't find bitcoin or ether in model advice portfolios.

Investors Regret Selling Stocks At Start Of Pandemic, Survey Says

by FA Staff

Pulling out of the market will make it harder for Americans to save for retirement, the report said.

How To Bring Younger Clients Into Your Practice

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There has never been a more opportune time for advisors to reach out to clients' children, advisors say.

Advisor Creates An Onramp To Access Bitcoin, Other Cryptos

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Tyrone Ross has launched the Onramp Invest digital crypto platform for financial advisors.

JPMorgan's $1 Billion Brother-Sister Team Leaves To Start Own Wealth Firm

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The Invictus Collective will focus on private investment portfolios for ultra-high-net-worth clients.

Fidelity To Allow Teenagers To Trade Stocks With No-Fee Accounts

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A wave of young retail investors in the U.S. are exploring trading for the first time.

Millennials, Gen Z Lead Upswing In U.S. Financial Confidence, Survey Says

by FA Staff

Young adults expressed the most optimism about their financial futures among all U.S. adults polled.

Nearly Half Of U.S. Adults See Advisors As Too Expensive, MagnifyMoney Says

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But 95% of those who use advisors consider them worth it, the survey said.

Gen Z And Millennials -- Two Generations Of Investors Wary Of Wall Street

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Gaining the trust of millennials and Gen Z is the only way advisors can deliver better outcomes for new clients.

Young Advisors To Watch In 2021

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Young professionals are dealing with a different world than their predecessors. Covid only accelerated that.

Boomer Wealth Is Cascading Down As Biden Weighs Inheritance Tax

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Two-thirds of households with more than $25 million in 2020 attributed their wealth to inheritance, a new study says.

Robinhood Isn't DIY Traders' Favorite Option, But They're Flocking To It Anyway

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New online brokerage accounts skyrocketed, customer complaints doubled. Should advisors be worried?

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