This content is from: RIAIntel Thirtysomething Clients and What Makes Them Tick Millennials “need to have a stable income and pare down debt,” says Kayleen Schaefer author of "But You’re Still So Young: How Thirtysomethings Are Redefining Adulthood." By Gary Stern May 25, 2021
This content is from: Culture How Millennial Investors Lost Millions on Bill Ackman’s SPAC “Trading options was addictive, like cocaine,” says one investor. “It was instant gratification.” By Michelle Celarier August 11, 2021
This content is from: RIAIntel To Compete, RIAs Must Now Be ‘Cradle-to-Grave’ Financial Parents Drowning in student loan debt and living with parents, millennials are increasingly seeking holistic planning and different pricing. By Alli Romano February 19, 2020
This content is from: RIAIntel ‘If You Don’t Want to Get Fired,’ Become Serious About Impact Investing Citing a massive transfer of wealth to millennials, Rehana Nathoo, founder and CEO of Spectrum Impact, says that RIAs must have a firm grasp on impact investing. By Kristen Oliveri March 19, 2021
This content is from: RIAIntel Digital is King When Marketing to Millennials Here’s how advisors can make the right moves to attract younger clients. By Gary Stern July 01, 2019
This content is from: Corner Office Stanford Endowment Leaders Built an Outsourced-CIO. Now, They’re Working on Succession. Makena Capital has a new and “very Millennial-esque” structure, as one person put it. By Leanna Orr January 21, 2020
