Gen Z represents money in motion—a multi-trillion-dollar wealth management opportunity fueled by unanticipated asset accumulation and the largest intergenerational wealth transfer in history. This generation has achieved wealth levels ahead of industry projections, creating a financial base that amplifies the inheritance opportunity. Yet traditional models fail them: fee structures require flexible entry points, advisor-centric delivery clashes with digital expectations, personalization is lacking, and traditional communication frameworks fail.
Early movers are capturing next-generation relationships that are defining today’s leaders. Institutions that deploy Adaptive Next-Gen Engagement will win the battle for Gen Z. Those who delay will face an increasingly entrenched competitive landscape and much higher barriers to client acquisition.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Anthropic, Bank of America, Betterment, BlackRock, Blackstone, Canvas Credit Union, Capgemini, Capital One, Charles Schwab, Citizens Bank, Current, eMoney, EVERFI, Federal Reserve Bank of St. Louis, Fidelity, FINRA, Forbes, Goldman Sachs, John Hancock, JPMorgan, Lumiant, Marcus, MaxiFi, MoneyGuidePro, Morgan Stanley, MSCI, Nitrogen, Northern Trust, Northwestern Mutual, Orion Planning, Pegasus Capital Advisors, RightCapital, Robinhood, TradePMR, UBS, and U.S. Bank.
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