Wealth Market Reports

Millennial and Generation X - Today’s Generation of Client

Millennial and Gen X investors have come of investment age, marking a shift in wealth ownership in the United States.  This asset shift comes with the need for financial advisors and providers to understand how these investors want to engage with financial professionals and comprehend their attitudes and preferences regarding financial matters. 

These investors have experienced many historical financial events and the impact of those events has influenced their behaviors and financial decisions. Additionally, the cultural and social attitudes and goals for these generations differ from previous generations. In order to effectively service these investors, it is important for financial advisory firms to understand their beliefs. 

This report reveals the key differences between Millennial and Gen X investors and highlights some of the unique characteristics of investors in each generation. The insights provided in this report will provide actionable guidance for marketing and sales efforts for these important investor segments.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.