Displaying 16 results
For two-fifths of Gen X, retiring securely will take a “miracle”
Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.
Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
Women are less hopeful they’ll be richer than their parents in retirement
New survey findings reveal gender-based and generational gaps in adults’ retirement wealth expectations.
Gen X on shaky ground for retirement, with 40% having saved nothing
The median retirement account balance among Gen Xers is just $10,000, NIRS found.
Investors see inflation as top concern
Research from State Street Global Advisors exposes a generational divide when it comes to seeking out financial advice.
Liz Windisch targets the financial needs of Gen X women
Seeing an opportunity to cater to an often-overlooked segment of potential clients, one adviser has made Generation X women her true calling.
Gen Xers are most likely to buy annuities: Survey
Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.
Investor appetite for ETFs on the rise: Schwab
ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.
Tips for building a generation-resilient business
Are you prepared to attract, serve and retain the next generation of clients?
Impact investments made by more than 70% of millennials and Gen Xers
Just 30% of baby boomers and older investors have made similar investments, Fidelity Charitable finds.
Professors give themselves a ‘B’ in financial literacy
Almost half of Gen X faculty feels inexperienced in investing, Fidelity survey finds.
Time to ‘freshen up’ your marketing? Make sure you appeal to Gen Xers!
2015 might normally have been deemed a year of respectable progress for advisory firms. After all, firms achieved…
Learning and profiting from Gen X
Too many of us have not evolved and still have firms built to serve baby boomers.
Ways advisers can successfully target new Gen X clients
To reach this overlooked client pool, advisers must position themselves as trusted jacks-of-all-trades.
Forget boomers and millennials, Gen Xers need advisers’ help the most
Even though they're in their peak earning years, GenXers have the poorest financial habits.
Reaching out to Generation X and Y investors
With so much attention focused on baby boomers, it is easy to forget about the investment needs of the tens of millions of members of Generation X (roughly 34 to 45 years old) and Generation Y (16 to 33). It turns out that these younger investors aren't confident about investing, and more than half think that working with a financial adviser isn't worth the cost, a recent study found.
