{"id":583096,"date":"2026-04-14T06:18:07","date_gmt":"2026-04-14T06:18:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/583096\/"},"modified":"2026-04-14T06:18:07","modified_gmt":"2026-04-14T06:18:07","slug":"advisors-face-existential-threat-as-84-trillion-wealth-transfer-reshapes-client-loyalties","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/583096\/","title":{"rendered":"Advisors face \u2018existential\u2019 threat as $84 trillion wealth transfer reshapes client loyalties"},"content":{"rendered":"

However, younger clients bring very different expectations. Millennials, in particular, are more inclined toward private assets, cryptocurrencies, sustainable investing, and active ETFs, requiring advisors to expand beyond traditional portfolio strategies.<\/p>\n

They are also more engaged in the investment process, with 68% preferring either a collaborative relationship with their advisor or full control over decisions.<\/p>\n

While nearly half of US millennials say they are more likely to use automated advice as AI advances, and 41% say they trust algorithms in investment decision-making, human advisors remain central. Across generations, investors continue to place their highest trust in their own financial advisor over digital tools or external sources.<\/p>\n

Adapting to retain assets<\/p>\n

The findings suggest that advisors who fail to evolve risk losing relevance and assets.<\/p>\n

Firms that succeed will be those that extend relationships beyond the primary client, engage heirs earlier, and tailor services to reflect generational and gender-based differences in risk tolerance<\/a> and financial priorities.<\/p>\n","protected":false},"excerpt":{"rendered":"However, younger clients bring very different expectations. Millennials, in particular, are more inclined toward private assets, cryptocurrencies, sustainable…\n","protected":false},"author":2,"featured_media":583097,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,30200,178862,147,530,3643],"class_list":["post-583096","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-financial-advisors","tag-great-wealth-transfer","tag-personal-finance","tag-personalfinance","tag-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/583096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=583096"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/583096\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/583097"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=583096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=583096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=583096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}