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Human Capital
Diversity is Good Business for Advisory Firms
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U.S. demographics are changing and we are expected to be a minority/majority by 2045. Yet the majority of financial advisors are still overwhelmingly white, male and shrinking in numbers. FlexShares conducted a survey of investors and advisors to see if diversity was being pursued and how firms were building diverse teams.
Human Capital
The Inherent Value of Diversity
This piece is approved to use with clients.
The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Leveraging Technology & Data
Disruption Accelerated
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Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.
Human Capital
Millennials are distracted by technology: Moving beyond the stereotypes
Technology is not truly a distraction to millennials, but rather the infrastructure for much of their lives. Use it to your firm's advantage.
Human Capital
Millennials are overly concerned with social responsibility: Moving beyond the stereotypes
Millennials are values oriented and want to be engaged with firms and people that understand and share their values. Harness this passion to grow your business and retain employees.
Human Capital
Millennials need constant feedback: Moving beyond the stereotypes
Millennials don't necessarily need hand holding but they do want regular engagement from their managers. If handled correctly this can yield strong results and efficiency.
Human Capital
Millennials are not loyal: Moving beyond the stereotypes
While millennials may not be loyal to their employers they are loyal to their work. Learn how to understand how to engage and retain these talented employees
Human Capital
Millennials are lazy: Moving beyond the stereotypes
Millennials were faced with post-secondary tuition rates that skyrocketed, but committed themselves to hard work and invested in their future with record levels of student debt. What is their reward for becoming the most educated generation?