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Summary: With all the hype about the Millennials (Generation Y), as a member of their neighboring generation, Generation X, I feel neglected by the investment advisor community. And I’m sure I’m not the only one. Gen X is a ripe target for advisors (way more so than Gen Y) and here are the reasons.
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Summary: As a senior financial planner for Betterment, Nick Holeman, 27, is one of hundreds of financial advisers working with thousands of clients in a novel way — as a complement to a robo-adviser. But his financial advice career began in the most traditional of circumstances.
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Summary: [Whiteppaper] The Millennial market for financial advisors is challenging. Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.
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Summary: We caught up with thought leader Mark Tibergien during the Pershing RIA Symposium in Chicago on Thursday. Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, discussed the RIA-zation of the business, key challenges going forward, and what’s next on the horizon for RIAs.
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Summary: The IRS has recently opened the door to a new method for providing employment benefits in the form of student loan repayment assistance, offering small business owners a potentially powerful tool for attracting and retaining top-tier employees.
