Millennials

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.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The firms are seeking to tap into the growing demand for ethical investing.

Only about a third of advisors have an asset-transfer plan in place, according to research.

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

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.