Megatrends in Wealth Management
Sustainable, Social-Impact Investing
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.
"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
¼ of U.S. managed investments
3x since 2012
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
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