More and more clients and advisers have been discussing the
"next gen", be they Millennials, Gen Z or even the future
Gen A. So, why is this a topic raised arguably more than in
previous decades, and what considerations should advisers be ready
to discuss over the coming years?
One reason is likely due to the sheer size of the
inter-generational wealth transfer anticipated in the next two
decades. According to various statistics, it could be the largest
wealth transfer that advisers will have seen, with many trillions
of dollars of assets being inherited or transferred.
As such, it will stand advisers in good stead to be talking
about some of the issues already being seen as well as those likely
to come.
