Keyword: Generation X

20 results found

New research finds three reasons for increasing the proportion of younger clients in advisors’ books

Purchasing a home, funding higher education and saving for retirement will prove challenging for both generations

PwC report examines multi-generational workforce performance

  • By: IE Staff
  • March 15, 2012 March 15, 2012
  • 08:50

Boomers, Gen X and Gen Y say retirement begins before 65

  • By: IE Staff
  • January 5, 2012 January 5, 2012
  • 11:00

Gen Xers and Boomers display similar approaches to saving and investing for retirement

  • By: IE Staff
  • January 4, 2011 October 31, 2019
  • 10:54

They’re tough to win over, but intensely loyal

Pay attention to the differences among boomers, generation Xers and millennials when prospecting or working with clients

  • By: Megan Harman
  • September 26, 2010 September 26, 2010
  • 11:12

Asian financial centres do well in new survey

Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares to retire. But as the boomers begin to settle into retirement, financial advisors will need to shift their focus to younger generations, who will have a growing pool of assets […]

They’re in their 30s and 40s, raising families, buying houses and battling debt. They need your help, whether they know it or not