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Generation Z: The Next(Gen) Opportunity for Wealth Managers

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18 September 2019
Ashley Longabaugh

Life stages, rather than distinct generational differences, will ultimately be the driver of the relationship between an individual and their wealth manager. However, there is value in understanding generational characteristics because these tendencies will play a role in how these cohorts consume, spend, invest, and ultimately influence corporations. With most millennials (Gen Y) now in their late 20s to mid-30s, the next opportunity for wealth managers rests with the next cohort of clients: Generation Z. In this webinar, Celent will provide an overview of Gen Z characteristics, assess the digital readiness of wealth management firms, and highlight some of the services they should consider focusing on to attract Gen Z. Celent will also highlight how the convergence of services between industries is a growing trend in the industry.

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