Genevieve Hayman and Ryan Munson: What Makes Young Investors Different, and What Do Wealth Managers Need to Know?

Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences, AI-powered personalization, values-based investing, and more collaborative adviser relationships. We learn what wealth management professionals must do today to prepare for The Great Wealth Transfer tomorrow.  Guest host, Kevin Max, editor of Enterprising Investor, speaks with authors of Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers, Genevieve Hayman is Senior Manager, Macrosystems & Foresight, at CFA Institute and Ryan Munson, Senior Manager, Business Operations, Research and Policy Center at CFA Institute.