An introduction
The need for support is being turbocharged by the great wealth transfer currently underway, along with greater financial engagement, information overload and increasing desire to seek financial advice earlier in life.
Advisers that can cater to the evolving needs and behaviours of next generation clients (aggregate of Gen Z & Y) — through innovative products, engagement channels, personalised advisory services, and a deep understanding of the new investor mindset — will be well-positioned for growth in the years to come.
To help advisers, our study takes a deep dive into the unique needs and preferences of this next wave of investors.
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