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Advisor Education

New research report: Target future wealth for future growth

small plant on earth

To capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.

Over the next two decades, roughly $84 trillion in assets will change hands from one generation to the next.* The greatest wealth transfer in U.S. history will generate a lot of highly attractive clients for financial advisors.

In April 2023, Arizent and Financial Planning – in partnership with Nuveen – surveyed wealth management professionals to better understand how financial advisors are preparing to address this unprecedented transfer of wealth. The results identify the degree to which wealth managers are courting the next generation of high-net-worth clients, employing wealth transfer strategies, and following best practices for connecting with the people who will inherit substantial assets in the coming decade.

 

By reaching out to future wealth inheritors—tomorrow’s high-net-worth clients—today, you can position yourself to earn and retain their business as their assets increase.

— Jeff Carlin, Global Head of Wealth Advisory Services, Nuveen

Download the full report

Additional resources
Advisor Education Events to engage the next generation
One way to build relationships with the next generation is by spending time with them at events you both enjoy.
Advisor Education Wealth transfer readiness assessment
Measure your preparedness to successfully capture wealth transfer assets.
Webinar replay Generation n: Winning the client acquisition opportunity
Once considered a threat to financial professionals, wealth transfer presents an enormous opportunity to attract a new generation of clients.
*Source: https://www.nytimes.com/2023/05/14/business/economy/wealth-generations.html

The views and opinions expressed are for informational and educational purposes only, as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks, and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. This material is for educational purposes. There is no guarantee that utilization of any of this content will result in increased business.
Nuveen, LLC provides investment advisory services through its investment specialists.
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