Investor Research

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The next wave of wealth

Overview

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).

View the Generation Now Infographic >

Watch the Generation Now Video >

 

Generation Now investors control $3.5 trillion in investable assets.

Study Findings

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.

Read the In-Depth Analysis on Generation Now >

Review the Generation Now Study Results >

A young couple reviews an investment advisor’s website.

Spotlight Topics

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.

Watch Our Worldview and Motivations Video >

Watch Our Service-Level Expectations Video >    

Watch Our Perception of Advisors Video >

A concerned investor checks her portfolio on a tablet as she commutes.

Her investments

Women and Financial Independence Study

Women make up more than 50% of the U.S. population2 and account for 37% of North America's high-net-worth investor base.3 As women wield increasing financial clout, it's more important than ever to understand what they seek from an investment advisor.

View the Infographic >     See the Study Results >

Two women discuss the qualities they look for in an investment advisor.

Related articles

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  • 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.

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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.