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.
Magnifi is changing the way we shop for investments, with the world’s first semantic search engine for finance that helps users discover, compare and buy investment products such as ETFs, mutual funds and stocks. As of June 2021, 380,000+ users with $534+ Billion in Assets Under Influence, have used Magnifi over 3,800,000 times. Try it for yourself today.
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