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Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.

Mick Whittemore is vice president of IT enterprise operations at Paychex.

Chris Middleton is the senior vice president and general manager of Pets Best Insurance.

Josh Lance is a licensed CPA, CGMA, and ProAdvisor for Intuit in Chicago. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also an adjunct professor at Northwestern University. He was previously selected to the 2017 class of the AICPA Leadership Academy and was named one of the "40 under 40" in 2017 by CPA Practice Advisor. Find Josh on Twitter @lancejd1.

Vice President, Data Science at One Drop

Vice President, Clinical Operations at One Drop

Partner, Pierce Atwood

Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”