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Investment Advisor April 2007 Marlene Y. Satter	An Area of Concern? Financial advisors need to make sure their female Gen X clients are adequately insured, according to a survey.
CRM November 2006 Marshall Lager	X Ways Generation X's consumer identity isn't easy to pin down, but a large aspect of successful selling to this crowd involves clarity, honesty, and open communication.
CRM February 2012	What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways.
CRM February 2012 Leonard Klie	Gen X: Stuck in the Middle This generation's size and spending power doesn't rival other generations, but its presence and influence should not be ignored.
Registered Rep. August 29, 2012 Jerry Gleeson	Banking on Advice Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied.
Bank Technology News July 2008 Anthony Malakian	Generation N(Y)xt Although Generation Y has been called the "DotNet Generation" members appear more suspicious of Internet banking than Gen Xers.
AFP eWire December 21, 2010	How the Young Give A new report suggests that "Millennial" donors (adults born since 1981) have different approaches to giving, and suggests ways to adapt to a more connected and global-minded generation.
On Wall Street September 1, 2010 Bill Willis	Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.
BusinessWeek August 14, 2008 Tamara Erickson	Don't Treat Them Like Baby Boomers Generation X has a different set of values. Deal with it.
Financial Advisor June 2008 Jeff Schlegel	X Marks The Spot A new study indicates that Gen Xers -- a group roughly defined as 32 to 43 years old -- have basically outgrown their slacker stereotype and roared into adulthood with greater wealth potential than their parents' generation.
Investment Advisor August 2010 Savita Iyer-Ahrestani	Retirement Planning: Serving Gen Y Now Advice for advisors on branding, service, and capturing Gen Y -- and its assets -- now.
Entrepreneur March 2009 Chris Penttila	How to Manage Generational Dynamics Gen Xers, Gen Yers, Millennials and Boomers are all working alongside each other. But how do you get them to work well together?
Registered Rep. June 1, 2012 Gleeson & Britton	Youth Exodus Gen X and Y move assets more often than their parents.
BusinessWeek August 14, 2008	Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.
BusinessWeek August 14, 2008 Karen Auby	A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team.
AFP eWire September 16, 2013	Surprises abound in 2013 Next Generation of Canadian Giving Study The 2013 Next Generation of Canadian Giving Study reveals the charitable giving and communication preferences of four generations of Canadian donors: Gen Y, Gen X, Baby Boomers and Civics.
Bank Systems & Technology February 23, 2010 Penny Crosman	How Banks Can Meet the Needs of Generation Y A survey of 1,055 consumers finds banks have a lot of opportunity to reach the 18-to-30-year-old customer segment if they start catering to this group with SMS alerts, online financial advice and videoconferencing.
Pharmaceutical Executive September 1, 2005 Stan Striker	Sales Management: The X Factor Pharmaceutical companies are developing incentive programs to keep Gen X sales reps motivated and productive.
Financial Advisor November 2012	Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65.
Financial Planning February 1, 2007 Elizabeth O'Brien	White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement.
IndustryWeek June 1, 2008 John R. Brandt	Brandt on Leadership -- Talkin' Bout My Generation Here is a guide to recent research on generational management.
Salon.com October 9, 1999 Holly J. Lebowitz	Lost and found Why America's 80 million-strong Generation X may be losing its religion but finding its soul.
T.H.E. Journal October 2007	Logic Express by Apple Apple has launched new versions of its professional audio applications Logic Pro and Logic Express.
Job Journal July 10, 2005 Michael Kinsman	Career Pros: Young and Old Find Common Ground A new study finds that different generations work well together.
Job Journal January 31, 2010 Penelope Trunk	Brazen Careerist: A New Age of Leadership A new dynamic for the next generation of leaders in the workforce.
Bank Technology News April 2008 Anthony Malakian	Young Folks Ask Banks: Where's the Love? The youngest customers are the least loyal and the most willing to switch to new financial institutions. What can banks do to change this?
Entrepreneur May 2005 Chris Penttila	What Lies Beneath Today's consumers don't fit into yesterday's molds. Here's how to get a grip on the new demographics -- and get inside your customers' heads.
Finance & Development June 1, 2006 Raghuram Rajan	Crabs in a Bucket Why constituencies are as important as constitutions in battling economic underdevelopment.
Wall Street & Technology February 23, 2009 Mark Halverson	Retail Financial Services Firms Must Adapt to Changing Landscape With investors' trust shaken, firms need new approaches to working with wealth management clients.
OCC Bulletin February 20, 2001	Bank Secrecy Act/Anti-Money-Laundering The attached guidance was issued to help U.S. financial institutions avoid transactions that may involve the proceeds of foreign official corruption.
Investment Advisor April 2007 Marlene Y. Satter	Keep Them Satisfied Financial advisors know that clients' feelings about money can have a dramatic effect on the financial plans that have been crafted so carefully for them. Their attitudes on insurance providers can also play a role.
BusinessWeek August 14, 2008	Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged.
Financial Advisor May 2011 Frederick & Simonoff	Perceived Danger After watching two market meltdowns, Generation X and Y are confused and see themselves as savers, not investors.
Bank Systems & Technology September 17, 2007 Nancy Feig	Age Matters When it Comes to Channel Preference Though generational differences greatly influence consumers' banking behavior and young consumers have a clear preference for online banking, traditional channels still are important for servicing all generations, two recent surveys suggest.
CIO May 3, 2009 Stephanie Overby	Growing Gen-Y Leaders Why you need to give your millennials real leadership responsibilities.
Wall Street & Technology April 14, 2008 Cory Levine	Gartner Offers Financial Institutions Tips to Broaden Client Relationships By helping customers better manage their finances with access to external data, financial institutions can broaden their customer relationships and meet some of their own short-term cost and revenue challenges.
National Real Estate Investor July 1, 2004	A Monthly Meter of Industry Trends Recovery in the national industrial market is taking its own sweet time, according to first-quarter data... Office rents drop... etc.
Registered Rep. November 14, 2011 Susan Konig	NOT My Generation: How to Manage Multiple Generations of FAs A 2010 survey by Lee Hecht Harrison, a Woodcliff, N.J., career management firm, found that over 60 percent of employers surveyed said they were experiencing substantial tension between employees of different age groups.
Job Journal May 10, 2009 Penelope Trunk	Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y.
Job Journal August 13, 2006 Bob Rosner	Working Wounded: Reviews for `Bossy' co-Worker Readers handle pushy co-workers by pushing back.
The Motley Fool June 17, 2008 Chuck Saletta	Generation X's Last, Best Hope for Retirement If older Americans are in trouble when it comes to their retirement planning, Generation X is in even bigger trouble. Read on to see why.
CRM January 13, 2012 Rich Flek	Harnessing the Power of Social Media Are you prepared to meet the challenge?
Registered Rep. November 16, 2011 Diana Britton	How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors.
Bank Technology News June 2011 Penny Crosman	E-Coupons a Hit Among Mobile Banking Users New trends present a marketing opportunity for banks and retailers to deliver coupons and marketing messages by phone.
CRM November 2006 Jessica Sebor	Y Me Members of Generation Y were the first to mature in a media-saturated, tech-savvy world -- here's how to blow past the buzz and get the brand into their brains.
Financial Planning December 1, 2010 Donald Jay Korn	Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future.
Foundation News & Commentary Jan/Feb 2006 Sharna Goldseker	Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution.
Food Processing August 2007 Barbara Katz	Focus On: Generation Y In response to stress and packed lives, Gen Y has two key emerging areas of nutritional interest: energy and immunity.