Redefining wealth transfer: Strategies to reach clients’ children
With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.
Financial advisors are at a pivotal moment as we approach one of history’s most significant wealth transfers. The digital-native Gen Z, poised to inherit this wealth, maintains a unique, sometimes skeptical, perspective on financial guidance. The challenge was underscored by a recent Finra Investo
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