Wealth-X’s Post

Are we ready for the largest wealth transfer in history? A new era for financial advisors is on the horizon as millions of Americans turn 65. Explore how this demographic shift is reshaping the industry. #FinancialAdvising #WealthTransfer #GenerationalWealth https://hubs.la/Q02svkMl0

It's important to understand how your target feels!! Download this report and find out more! #FinanceMarketResearch #MarketResearch #FreeDownload

**STAT SATURDAY** In 2021, Millennials were getting their financial advice online (65%) vs. from a financial advisor (21%). In the wake of covid, inflation, and recent market volatility, about 65% have stated that they will likely talk to a financial advisor in the next two years. That's over a 40% jump! If you're in that mix, or want to talk about a comprehensive plan, give my team a ring.

Having a financial advisor and a financial advice firm that can look after your whole family can give you the peace of mind that the kids are prepared as best they can be. Research shows that by 2050, around $224 billion will pass hands every year to the Millennials and to Gen Z. This is a significant financial number so effort is required to make sure we not only prepare them to accept this wealth, but also to create good habits in the short term to create their own wealth. We've put together some tips on how to help get the next generation prepared: https://lnkd.in/gK7_ty6B #boutiqueadvisers #confidentlifedecisions #financialadviceperth #generationalwealth #nextgen

"Millennials and Gen Zs were most likely to have increased their savings month-over-month during the quarter (6 in 10) while half of Gen Xers and Boomers did so. However, the study revealed that those with lower levels of financial knowledge were less likely to be saving their money in high interest savings accounts." #savings #debt #chapter13 #bankruptcy #finances #financialliteracy #householdbudgets #highinterestsavings

Can you believe young Americans' wealth grows by 49%?! 📈 Who are they, and what's behind this unbelievable rise? 🤔 Watch the full video here 👉 https://lnkd.in/g2NcrsGj #marketinsights #housingmarket #financialnews

Our research gives a unique snapshot of the UK’s financial and emotional health. It shows that while younger generations continue to struggle with rising living costs, Gen Z and Millennials are more optimistic about their financial futures than other generations. Read more and discover our helpful resources: https://lnkd.in/e26fSNzm #WealthandWellbeing #Research #CostOfLiving

Our recent survey with MarketCast and NEXT360 Partners showed that young adults in America are overwhelmingly optimistic about their future, even if they’re in survival mode at the moment. We created a website to help them tackle some financial basics, so tomorrow can have an even sunnier shine. https://lnkd.in/ghPxxEz4

Do you want to know the biggest financial challenges Generation Z is facing? ⚡ Check out our latest segmentation report and find out: ✅ Who the different Gen Z personas are ❗ Biggest financial challenges each segment is facing 📛 Current gaps in the offering by the banking providers 💸 Debt propensity of this generation 💰 Savings and investment strategies 💲 Financial product themes to meet the needs of this generation Click to find out more and download: https://lnkd.in/eaMNjfVy #generationz #financialneeds #financialchallenges #savingsstrategies #investmentstrategies

Do you want to get to know Generation Z better and the financial challenges they face? Download our latest segmentation study report for a deep dive ⚡