Genevieve Hayman and Ryan Munson: What makes young investors different, and what do wealth managers need to know?

1 rich Libsyn https://www.libsyn.com 90 600 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.&nbsp; 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 &amp; Foresight, at CFA Institute and Ryan Munson, Senior Manager, Business Operations, Research and Policy Center at CFA Institute.&nbsp; Enterprising Investor http://www.cfainstitute.org <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/42439560/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/205100135