Uploaded April 2025 | Updated September 2026, 2 weeks ago
Generational wealth carries different meanings and aspirations across age groups and cultures. Gen Z views crypto as a path to early retirement, Millennials question the attainability of the “American Dream,” and Gen X fears their wealth won’t last. Drawing on Investopedia surveys and industry insights, this session explores shifting perspectives on generational wealth and how the wealth management industry can address these challenges to meet evolving client needs.
Generational wealth carries different meanings and aspirations across age groups and cultures. Gen Z views crypto as a path to early retirement, Millennials question the attainability of the “American Dream,” and Gen X fears their wealth won’t last. Drawing on Investopedia surveys and industry insights, this session explores shifting perspectives on generational wealth and how the wealth management industry can address these challenges to meet evolving client needs.
