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Next Gen

Millennials Transform Charitable Giving Into Philanthropic Action

April Rudin | Posted 10.22.2014 | Impact
April Rudin

Not only will these millennial inheritors likely look for a new financial advisor to manage their money, as opposed to sticking with the family advisor, they will also want to ensure their money positively impacts society, and they tend to crave intimate involvement with the causes they support. This could transform charitable giving.

Now, Even Texting Is In Your Rear View Mirror...

April Rudin | Posted 06.07.2014 | Technology
April Rudin

The mobile apps young people use today will likely be obsolete not long from now. But those who keep up with the dizzying pace of technology evolution will be much better prepared to engage with clients at their level and in a way they can appreciate.

My 21st Century Pen Pal And I Use Skype To Chat

April Rudin | Posted 02.03.2014 | Media
April Rudin

The Internet has facilitated immeasurable connectivity between people in any country around the world, and furthered just about everything that I can think of. It has spawned a barrier-free world of information for people to connect and collaborate at will, propelled largely by a desire among humans to share ideas, passions, goals and experience.

NextGen Investment Advisory Firms--Go Tech Or Go Home!

April Rudin | Posted 11.17.2013 | Technology
April Rudin

Every day, I roll up my sleeves with the goal of helping (even a teeny bit) move an entire industry from the stone age to the space age. So I thought it wouldn't hurt spending a little time seeing and hearing what a group of financial services "techies" thinks about technology and the future.

From a Silver Spoon to a Mobile Platform -- Transitioning to the Next Gen Wealthy

April Rudin | Posted 10.19.2013 | Impact
April Rudin

It's not news that there is a stark contrast between baby boomers and the next gen. Nor should my readers be surprised that wealth platforms across the globe are seeking to attract these younger wealth holders who, as I noted in my last post, are seeking to "do good while doing well."

Doing Good While Doing Well--The New Mantra Of Next-Gen Wealth

April Rudin | Posted 10.06.2013 | Impact
April Rudin

Today, due to technological advances, IPO millionaires, successful succession planning, there is a younger breed of wealth that will soon surpass the baby-boomers in both dollars and influence. Wealthy baby boomers are far different in their likes, dislikes and values from their own next-generation children. Where there is significant wealth involved, it becomes even more critical to understand the differences between how to market and appeal to this next gen of wealth.

Aviation in America: How to Spoil a Good Reputation

Christine Negroni | Posted 09.28.2011 | Politics
Christine Negroni

A $16 million difference of opinion is costing the federal government $30 million a day in uncollectable aviation taxes.