Millennials

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

Only about a third of millennials have planned for what happens if they die or are incapacitated. Here's how financial advisors can help.

It may seem like ESG's moment has passed. But as millennial and Gen Z investors gain more wealth, do-good investing is likely to become more important than ever.

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.

Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.

In recent years, a new study says, wealth in America has been transferred not from the old to the young, but from the young to the old.

With an average net worth of $278,000 in 2021, people aged roughly 26-41 are realizing they need professional financial help.

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

While some social media and game-like aspects of trading have negative connotations, they can be responsible tools for attracting the trillions millennials and Gen Z-ers are inheriting.