Megatrends in Wealth Management
Sustainable·Social Impact Investing:
Explosive Growth
Megatrends in Wealth Management
Sustainable·Social Impact Investing:
Explosive Growth
Sustainable / Social Impact
71% of individual investors are interested in sustainable investing; 84% of Millennial investors.
$12 trillion; 3x since 2012
$30 Trillion Wealth Transfer
Women & younger investors are particularly underserved by legacy advisors today.
Largest intergenerational wealth transfer in history
1 in 6 Millennials now have $100K+ in savings, 2x since 2015
Technology & Distribution
Most Millennial & Gen X investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.
StreetWise
Tax Smart
Investors are becoming aware of the hidden costs/tax-erosion from traditional offerings that ignore tax impacts. Tax alpha-seeking strategies can add 1-2%+ annually.
2019 tax calc/optimizer
Unconflicted; Transparent
"Hey Siri, what are some hidden costs of investing"
It's never been easier for clients to understand the industry's incentive conflicts. And this administration's SEC may accelerate transparency.
Least-trusted industry: Financial Services
Fee & Expense Compression
Investors seek lower cost passive/index and algorithmic investment products to eliminate unnecessary fee & expense layers: the middlemen.
High-Performance Wealth Management
THE OPPORTUNITY:
71% of individual investors are interested in sustainable investing
and 84% of Millennial investors
Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.
Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective℠ + Tax Smart
(65O) 2OO-OO28
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