Generational Wealth Transfers in the Digital Age

The video discusses wealth management strategies focusing on engaging the next generation through digital means. It highlights the importance of a tech-first approach in banking, the investment preferences of younger generations, including ESG and alternative investments, and the exploration of crypto assets. The video also covers the significance of human advisors in wealth management and the challenges of talent acquisition in the financial sector.

What are the primary concerns families have regarding their assets and wealth transfer?

How does the younger generation prefer to engage with financial services?

How are private equity and alternative investments viewed by the younger generation?

What is the significance of ESG in the investment preferences of the next generation?

What strategies are being implemented to ensure effective communication between different generations in wealth management?

What challenges do financial advisors face in attracting younger clients?

In what ways do younger clients perceive the value of traditional financial advisors compared to robo-advisors?