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Generation X investors

Generation X investors

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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, …

    • 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 …

    • 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 …

    • 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 …

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