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“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.September 17
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It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.September 11
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The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.April 30
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Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.March 19
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While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.March 13
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More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.February 27
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In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.February 25
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The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.February 19
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The 70 million-strong cohort requires nothing less than constant technological innovation.February 13
AnalystCelent
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Workers from both generations share similarities — and financial pressures — when planning for retirement, writes an expert.December 26
