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New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

Nina O'Neal is an investment advisor and partner at Archer Investment Management in Raleigh, North Carolina. She focuses on financial planning for high income earning professionals, women and business owners. Follow her on Twitter at @noneal510

Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Tolbert is the benefits practice leader at Bernard Health

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

The author is an adviser to Quovo, a consumer data aggregator. He also advises other financial technology firms and writes and speaks frequently on financial technology and policy. He was previously deputy assistant secretary at the Treasury Department under President Barack Obama and a financial policy adviser to Sen. Chuck Schumer, D-N.Y. The views expressed are his own.

The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.