The Changing Faces of Wealth
The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.
Created by Franklin Templeton, Changing Faces of Wealth is aimed at helping financial professionals recognize catalysts driving innovation and change, identifying emerging segments for wealth management, and implementing strategies to develop dimensions in their practice.
We offer a suite of material on 6 dimensions of diversity including Women Over 50, Latinx and Hispanic, Asian American & Pacific Islanders, Black & African Americans, LGBTQ+ and Millennials. The six dimensions featured in the Changing Faces of Wealth presentation represent just a portion of our diverse world. Compelling research is shared on each of these dimensions to help open a dialog with current and prospective investors and to plan for the future.
Created by Franklin Templeton, Changing Faces of Wealth is aimed at helping financial professionals recognize catalysts driving innovation and change, identifying emerging segments for wealth management, and implementing strategies to develop dimensions in their practice.
We offer a suite of material on 6 dimensions of diversity including Women Over 50, Latinx and Hispanic, Asian American & Pacific Islanders, Black & African Americans, LGBTQ+ and Millennials. The six dimensions featured in the Changing Faces of Wealth presentation represent just a portion of our diverse world. Compelling research is shared on each of these dimensions to help open a dialog with current and prospective investors and to plan for the future.
AAPI
Asian American & Pacific Islander InvestorsDimensions and Insights
What are their investment concerns?
BAA
Black & African AmericanDimensions and Insights
What factors are shaping their market outlooks?
Latinx & Hispanic Investors
LGBTQ+ InvestorsMILL
MillennialsDimensions and Insights
How do their beliefs reflect their investment style?
WomenDisclosure
Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
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