Investor Research

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 RIAs.

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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 Generation Now investors already control nearly $3.5 trillion—and they’re ideally suited to working with RIAs.     

1. Analytics, Insight & Loyalty research, Schwab Advisor Services, June, 2014.

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Generation Now: In their own words

Uncertainty dominates the Generation Now experience. Get to know this cohort's mindset: their fears, values, definition of financial freedom, and what they seek in a financial advisor by watching these short videos: 

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Put the Generation Now learnings into action

Prepare your firm for changing investor demographics by using a strategic approach to building a Generation Now client base. Learn how to effectively attract, retain, and serve these clients on their terms.

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Technology preferences survey

Man and machines: Learn how different generations approach the use of technology in their personal and investing lives.

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Women and financial independence study

Women make up more than 50% of the U.S. population1 and account for 37% of North America’s high-net-worth investor base2.  As women wield increasing financial clout, it's more important than ever to understand what they seek from an advisor.

 

 

1. U.S. Census Bureau.
2. World Wealth Report, Capgemini, p. 24, 2011.

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