Millennials

Even salaries, which are typically seen as private, were up for conversation among those in the cohort, a survey found.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

A powerful financial boost in the new pandemic bill combined with tax rules may result in a stimulus check windfall for some young adults.

More than one-third of U.S. brokerage clients opened their first accounts in 2020, according to new research from the FINRA Foundation.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

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.

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.

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.

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.

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.

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.

The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Workers from both generations share similarities — and financial pressures — when planning for retirement, writes an expert.

Female clients should start as early as possible and take advantage of the employer match, contributing at least 15% of their income.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

In 90% of families, wealth disappears by the end of the third generation.

One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.