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5 Considerations When Seeking a Financial Advisor

Perficient

However, those not in the wealthy or close to retirement-age categories – i.e., Gen Z-ers, millennials, and low to mid-income individuals – could greatly benefit from a financial advisor’s assistance, and financial advisors can stand to profit by diversifying their business books, as well. 25% to 1% of the client’s managed assets.

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How Pilot Is Innovating Corporate Taxes For Millennial-Run Businesses

PYMNTS

Recent research finds that 67 percent of millennial business owners operate independent companies rather than franchises. Recent research finds that 67 percent of millennial business owners operate independent companies rather than franchises. Proper tax education is critical to any business’s future, Daher said.

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Trending: Meeting The Millennial Need For AI-Powered Visual Shopping

PYMNTS

Online marketplaces for everything from retail goods to travel services to hospitality need to ensure a quick and easy way for both buyers and sellers to transact with each other— or risk losing both sides to a waiting host of competitors. An AI-Powered Visual Shopping Experience For Millennials, Gen Z.

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Greyhound Drives Omnichannel Security With AI, Advanced Learning Tools

PYMNTS

The firm completed the first phase of its transformation in 2014, allowing it to use real-time analytics and IT tools to create dynamic pricing models and enable online and mobile app transactions. Management had to educate stakeholders during the transformation process and overcome reluctance from its 50 bus carrier partners. “We

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Managing Spend In A Sector Where Unplanned Expenses Are The Norm Issues

PYMNTS

More workers in the United States and around the world are beginning to ask for updated expense tools as business becomes more interconnected. The solution uses automated technology to categorize and codify relevant data from these documents in real time, thereby trimming the time employees and expense managers need to sort through them.

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Millennials Make Big Push For B2B Personalization

PYMNTS

It said that 70 percent or more of millennials are involved in B2B buying decisions. “As That can be a big hassle for banks, which have to create customized solutions for each corporate client and then manage all of those disparate solutions. of the manufacturing industry’s adoption of digital tools. B2B Gets Younger.

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Banks should know these 5 Traits of Millennial business owners

Abrigo

Everywhere you look, it seems, there are articles about Millennials: Millennial workers, Millennial customers, Millennial homeowners, Millennial voters. And banks and credit unions looking to grow business loan portfolios , especially, can benefit from insights into Millennial entrepreneurs.