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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

59% of millennial investors were most likely to use video chat with their advisor. So, if you are responsible for giving your advisors the tools they need to succeed post-pandemic, here are some things to think about: How can you connect the digital experience to your other channels?

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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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Aussie Millennials Put The Pressure On Corporate Travel Managers

PYMNTS

There seems to be no shortage of ways the millennial workforce is disrupting the status quo. The same goes for corporate travel, with millennial professionals turning to mobile and virtual services to book travel, manage expenses and ensure a smooth business trip. Spend management can also get tangled, CAPA explained.

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

PYMNTS

Makeup marketplaces like NakedPoppy, for one, are using AI-enabled personalization tools to match their customers to the right products, simplifying the user experience. This is one of the ways that platforms are working with AI tools to differentiate themselves from their competition.

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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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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.