In case you missed it, Kristy Smith, General Manager of Advisor Solutions here at Broadridge, shared insights on how leading wealth firms are leveraging next-gen technology solutions – modular platforms, AI, automation, and data-driven insights – to balance multi-generational client needs and drive advisor productivity.
Key insights for wealth firms to meet the evolving expectation of Gen X, Millenials and Gen Z include:
- Modernizing technology
- Data and communication strategies
- Advisor enablement tools
The Great Wealth Transfer is accelerating, with $105 trillion expected to shift from Baby Boomers to younger generations by 2045.
Watch now to ensure you are ready to balance the needs of existing clients while adapting to younger clientele.