Millennials are driving a change in how the super rich invest their money

Varada Bhat •
Business Insider
Millennials are driving a change in how the super rich invest their money

Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when

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Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are

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Wannabe commercial lenders get taste of real-world banking

Laura Alix •
American Banker

It’s hard to imagine a better classroom than the real world. This fall students in the commercial banking program at Marquette University in Milwaukee will learn about the fundamentals of the business by underwriting and managing a portfolio of small-business loans. Along with Town Bank in suburban Hartland and the Wisconsin Women’s Business Initiative Corp.,

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Millennials are leading an investment revolution — here’s what makes their generation different

Kara Chin •
Business Insider
Young Professionals

Nuveen’s Third Annual Responsible Investing Survey of over 1,000 affluent investors found there is increased interest in working for, buying from, and investing in socially responsible companies. This is even truer among the millennials surveyed. 92% of millennials agreed with the statement “I care more about having a positive impact on society than doing well

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