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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
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. |
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. |
Registered Rep.
June 1, 2012
Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents. |
CRM
February 2012
Judith Aquino |
Gen Y: The Next Generation of Spenders They're young, educated, and tech-savvy. Here's how to get them to pay attention to you |
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. |
BusinessWeek
August 14, 2008
Liz Ryan |
Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them. |
Bank Director
1st Quarter 2009
Chris Costanzo |
The Next Generation of Banking: Is Your Institution Ready for Them? The Y generation takes a whole new approach to financial services. Here's what you need to know about them. |
Job Journal
May 10, 2009
Penelope Trunk |
Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y. |
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. |
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. |
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. |
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. |
Job Journal
January 27, 2008
Penelope Trunk |
Brazen Careerist: Gen Y Transforming Workplace Generation Y is bringing profound change to business as usual. |
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. |
The Motley Fool
December 11, 2009
Selena Maranjian |
Don't Make This Tragic Error A recent Fidelity Investments study of Americans aged 22 to 33 -- the "Gen Y" cohort -- revealed some alarming truths about young workers' financial health. |
Bank Systems & Technology
July 1, 2009
Maria Bruno-Britz |
Generational Differences, Budgets Challenge Banks' Leadership Growth Initiatives Training staffers to become future leaders of organizations takes on a new dimension as banks seek to adapt to generational needs and strict budgets. |
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? |
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. |
The Motley Fool
February 19, 2008
Colleen Paulson |
Who Can Save Financials Now? Help may come from an unlikely source (and no, it's not the Fed). |
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. |
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. |
Financial Planning
December 1, 2012
Dave Grant |
How to Wow Generation Y Clients Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas. |
Financial Planning
April 1, 2013
Dave Grant |
Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around. |
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. |
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. |
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
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. |
Outside
January 2004 |
Stoke Goes Prime-Time Generation Y wants more X -- extreme sports, that is -- and ESPN's putting out. |
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. |
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. |
Bank Technology News
September 2008
Rebecca Sausner |
PNC, Frost Respond To Gen Y Demands Attracting Gen Y customers who are used to sending 50 or more text messages a day requires a new approach to online banking. |
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
October 8, 2007
Jack & Suzy Welch |
Generation Y's Bad Rap Generation Y has a reputation of being greedy and swaggering. In reality, they are driven, thoughtful, and candid. |
Fast Company
May 2000
Pamela Kruger |
Change Agency David Sable and his colleagues at Y&R 2.1 want to create a new, bug-free version of an old-style advertising firm. |
Investment Advisor
September 2008
Kara P. Stapleton |
Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group? |
PC World
October 2005
Dunn & Rebbapragada |
Deep File Divers A test of six desktop search utilities that scour your PC to uncover long-lost file treasures: Blinkx, Copernic Desktop Search, Google Desktop Search, MSN Search Toolbar with Windows Desktop Search, Yahoo Desktop Search, and DtSearch... Mac Search: Apple's Search Spotlight. |
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? |
Wall Street & Technology
December 12, 2007
Penny Crosman |
Fidelity, Thrasher Fund and Cake Financial Take Unique Approaches to Serving Generation X and Y Investors Financial firms are embracing mobile technology, Web 2.0 tools and social networking principals to reach Gen X and Gen Y. |
CRM
August 2007
Barton Goldenberg |
The Rise of the Digital Client Catering to this new breed of always-on customer will require a new approach to CRM. |
Insurance & Technology
April 1, 2008
Michael George |
The Talent Pipeline for Insurers Is Diminishing To attract top talent from the diminishing supply of qualified applicants, insurance companies must appeal to the values that are important to Gen Y. |
The Motley Fool
January 9, 2012
Rebecca Lipman |
Strong U.S. Jobs Growth: Will These Profitable Companies Benefit? Are these companies on your watch list? |
Bank Systems & Technology
August 4, 2009
Maria Bruno-Britz |
Online Banking's Next Growth Spurt: Gen Y There are still opportunities for banks on the Internet channel as younger generations move online and people become confident in online data security. |
CIO
May 3, 2009
Stephanie Overby |
Growing Gen-Y Leaders Why you need to give your millennials real leadership responsibilities. |
