 Many young adults are building financial foundations using the wrong blueprints. They need to make sure they're modeling the best behavior for their long-term financial stability."Ernie Almonte, chairman of the AICPA National Financial Literacy Commission. |
Want to keep the inheritance in-house? Try a different approach
Liz Skinner | ImvestmentNews, November 2013
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Summary: Financial advisers who want to keep managing the wealth their clients' children will inherit should be approaching those kids very differently than the way they appeal to their parents, a generational expert told advisers.Generation X, 34 to 48, and Millennials, also called Gen Y, who are 13 to 33, want an adviser who will teach them but not "tell them" what to do.
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