Megatrends in Wealth Management

Sustainable, Social-Impact Investing
Explosive Growth


Modern Investing

Sustainable, Social-Impact

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.

StreetWise

Tax Smart

Investors are becoming aware of the hidden costs/tax-erosion from traditional offerings that ignore tax impacts. Tax alpha-seeking strategies can add 1-2%+ annually.

2019 tax calc/optimizer

Unconflicted; Transparent

"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



Every Megatrend is a tailwind for Financial Advisors with the client-centric product offering powered by Impact Labs


link: product offering


Sustainable, Social-Impact Investing Growth

¼ of U.S. managed investments
$12 trillion today
3x since 2012


US SIF
ESG: Incorporating Environment/Social/Governance (ESG) factors
including the application of Social/Responsible/Impact (SRI) investing criteria



THE OPPORTUNITY:
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.

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