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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?
Human Capital
Millennials are entitled: Moving beyond the stereotypes
Millennials tend to hold higher expectations about the opportunities for which they qualify than their predecessors held. They are not on a quest for handouts; instead, they tend to follow the principle of “risk and reward."
Human Capital
Myths about Millennials That Are Impacting Your Advisory Businesses: Series Introduction
We know the advisor pool is shrinking and demographics are changing. What can advisors do today to attract -- and retain -- younger employees and clients.
Human Capital
Managing NextGen Financial Professionals
In this paper we seek to acknowledge the truths and dispel the myths around the stereotypes attached to Millennials. By understanding the drivers of Millennials’ preferred work styles and expectations, we believe advisors will be better equipped to manage them.
Leveraging Technology & Data
Fighting the “algorithm wars”
Artificial intelligence (AI), quant funds, high-frequency trading, big data — these terms get thrown around a lot these days and can create confusion and uncertainty. Case in point: Tesla CEO Elon Musk has said that AI is more dangerous than nuclear weapons.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.