Advisors Must Adapt to the Changing Needs of Wealthy Clients

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June 9, 2021

Wealth and investment management are ever-changing, but a new generation of clientele is shifting that landscape even more quickly. High net-worth individuals (HNWI) are more interested in ESG investing than ever, 27% of those with more than a million dollars in investable assets are interested in sustainable investing. As more intergenerational wealth is transferring a new generation is taking the reins and signaling different interests. Many want customized solutions to meet their needs. Clients demand personalized products, digital solutions, and data analytics tailored for their needs. Additionally, clients have more international investments than ever, and navigating that can be difficult. Specialized monitoring and optimized tax advice help clients navigate their global portfolios. Meeting the needs of the next generation of wealthy will be difficult, but those equipped with the tools to do so will have the edge. 


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This blog is sponsored by Magnifi. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisors before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of Magnifi. [As a technology company, Magnifi provides access to tools and will be compensated for providing such access. Magnifi does not provide brokerage or custody services.]


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