admin Bridging the Financial Generation Gap: Understanding Modern Wealth Management Across Generations
Explore how different generations approach money, investing, and financial planning in today's digital age
Financial Perspectives Across Generations
Baby Boomers (1946-1964)
- Traditional wealth building through property and stocks
- Focus on retirement planning and pension funds
- Preference for face-to-face financial advice
- Conservative investment approach
Generation X (1965-1980)
- Balanced approach to digital and traditional banking
- Focus on education savings and retirement
- Active investment management
- Early adoption of online trading platforms
Millennials (1981-1996)
- Digital-first financial management
- Interest in sustainable and ethical investing
- Cryptocurrency and alternative investments
- Emphasis on work-life balance and experiences
Generation Z (1997-2012)
- Mobile-only financial services
- Focus on financial independence
- Interest in passive income streams
- Strong preference for digital payment solutions