As they inch closer to retirement age, Generation X, those born between 1965 and 1980, is increasingly surfacing in discussions of financial planning and retirement. Not too long ago, Gen X rarely ...

One of the most interesting trends taking place in the financial services industry is that planners are starting to see a growing number of Gen X prospects rather than the more traditional baby boomer ...

Generation X is anything but uniform, especially when it comes to money. Often labeled the "forgotten generation," Gen Xers are frequently treated as a single cohort in research and surveys. But ...

The subtitle of a recent FINRA Investor Education Foundation report accurately depicts the conundrum afflicting Generation X clients: "Doing Alright but Feeling Bad." The study, "How Gen X Compares ...

Anyone who has raised grown children recognizes this shift instantly. Authority-based guidance gives way to dialogue. Advice becomes a conversation, not a directive. The advisor’s role evolves from ...

COLUMBUS, Ohio, Dec. 8, 2025 /PRNewswire/ -- Suddenly at the doorstep of retirement, Gen X investors (aged 45-60) are at a crossroads. Despite their proximity to retirement, the prospect of exiting ...