In the last decade, we’ve have seen many shifts. One in particular that predates the market volatility of today is something known as the Great Wealth Transfer. This ongoing phenomenon came to fruition as baby boomers began to retire and started passing down their wealth to the next generation. But how are the heirs of this wealth deploying their capital differently than the generations before them? And how might wealth advisors consider adapting their approach to meet the goals of these asset owners of the next generation? On this episode of Disruptive Forces, Head of NB Private Wealth, Stephanie Luedke, joins Anu Rajakumar for a conversation around these changing sentiments within next-gen wealth, how gender can play a role in this new landscape, and what else might evolve in the wealth management industry going forward.

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