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Summary: [Slideshow] While advisors have their hands full working with their baby boomer clients, they may need to shift their focus to younger clients sooner than they planned.
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Summary: Why does the financial planning profession have so few black and Latino planners, far less than their representation in the general U.S. population, when it should have more minority planners to serve an increasingly diverse consumer population? Of the 80,000 CFP-licensed professionals, just 3.5% are black or Latino.
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Summary: Money management apps have grown in popularity with the surge of the tech generation — those who grew up and feel most comfortable with technology. Just over 40% of people in their 20s have downloaded these types of apps. Combined with the finding that 80% of millennials don’t invest in the stock market, according to a 2016 Harris poll, this should force investment advisors to understand the new global order of investing, and see how technology can help them grow their firms.
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Summary: I think of financial advisors as superheroes. In every superhero saga, there’s an evil villain that must be battled on a regular basis. The “villain” is this scenario are the horrifying facts about most people’s finances.
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Summary: RIA executives and market observers agree that Ric Edelman’s brand of radio populism has little bearing on wealthy clientele. But in the wake of a $3 billion deal that would combine robo advice and 401(k) pioneer Financial Engines with Edelman Financial Services, industry leaders are also convinced that there will be increased pressure to accelerate digital services and capabilities.
