Baby Boomers

They’ve been waiting for things to get better — but they haven't.

While firms cater to millennial clients, or solve retirement issues for baby boomers, a large swath of the population is overlooked.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

Investable assets isn't the only category in which this demographic outstrips others.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

Planners can help empower clients facing a transition that can feel "lonely and daunting."

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Older clients have more assets, but younger investors are leading the digital charge.