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.


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

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

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.

Want to learn more?
Want to learn more?

©2019 IMPACTADVISOR LLC. All Rights Reserved.

IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.