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Generation X investors
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- baby boomers
- client relationships
- financial advisors
Working with Affluent Generation X Investors
by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …
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- baby boomers
- client relationships
- financial advisors
Is there a divergence in risk tolerance between affluent Gen X investor groups?
Yes, there is a big difference in risk appetite overall between the two Generation X groups surveyed as part of Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors.” In the …
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- baby boomers
- client relationships
- financial advisors
The overall marketplace for affluent Generation Xers is bigger than Millennials, but by how much?
Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Generation Xers, those with over $100,000 to invest, into two categories: “Cautious Consulters” and “Knowledgeable Xers.” Cautious Consulters have investment …
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- baby boomers
- client relationships
- financial advisors
Are affluent Generation X members more likely to use financial advisors than affluent Millennials?
“Cautious Consulters” and “Knowledgeable Xers” are the two groups wealthier Generation X in the report “Getting to Know Gen X and Millennial Investors” by ORC International and commissioned by Global X Management Company. The Cautious …