Data & Research
Client Service
Data & Research
Data & Research
Gen XYZ Investors Are Redefining Adviser Relationships
Described as investors born after 1965, this group prioritizes digital communications and broader wellness needs and is willing to work with multiple advisers.
Gen Xers Feeling Financially Squeezed
They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies.
Millennials Value Financial Planning as Much as a Bonus
They also believe having an adviser they can trust is important for their financial confidence.
Millennials Benefiting from Retirement Plan Modernization
They are on track to replace 75% of their income, compared to 64% for Americans overall.