Longer life spans will likely make it more difficult for clients to leave an inheritance after they die, noted Garcia. It also means that advisors will have to deal with a more diverse client base, not just along lines of gender, culture and race, but also in age. Baby boomers may very well still be clients when Generation Z—and the generation that will come behind it, which the presenters dubbed as “Generation A”—come seeking financial advice.

First « 1 2 3 » Next