Generation X

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Fortune 500 companies disappear because they don't plan properly for the future. Don't think it can't happen to your firm.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

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

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.