Get proprietary insights about different investor profiles and trends to help inform how you shape the future of your business.
The next wave of wealth
Reach younger investors: Generation Now Study for RIAs
Your most important clients may be younger than you think. See highlights of Schwab's Generation Now Study for RIAs to take a closer look at high-net-worth investors between the ages of 30 and 45. We call this group "Generation Now" because of the significant growth opportunity they represent for Registered Investment Advisors (RIAs).
Generation Now: Who they are and what they want
Your firm's future may hinge on your approach to the Generation Now opportunity. As existing clients age (60% of RIA clients are 56 or older1), building connections with the next generation of investors is essential. Our research shows that Generation Now investors already control nearly $3.5 trillion—and they're ideally suited to working with RIAs.
Generation Now: In their own words
Uncertainty dominates the Generation Now experience. Get to know this cohort's mindset. Watch these short videos to learn their fears, their values, how they define financial freedom, and what they seek in an investment advisor.
Women and Financial Independence Study
Gen X and Y: Insights on next-generation investors
What does comprehensive planning look like for younger investors? Learn nine steps that can help you better serve these clients profitably.
Future factors: How societal changes influence clients
Understanding how societal changes are affecting the way we communicate is crucial to attracting and retaining clients. Gain insight into these trends that are changing the way we work, how we make buying decisions, and what we value.
Living longer: The new environment for retirement
The founder of the MIT AgeLab reveals how longevity is changing the rules of retirement planning. Learn how to get your clients focused on planning now.
1. Charles Schwab Analytics, Insight & Loyalty, June 2014.
2. U.S. Census Bureau.
3. World Wealth Report, Capgemini and Merrill Lynch Global Wealth Management, June 22, 2011.