Perspective

Gen X: A mature market that's often overlooked

Opportunities and tips for advisors to engage Gen X investors.

Key Takeaways

Gen X are in their peak earning and retirement savings years, yet this “forgotten generation” can be overlooked when it comes to the complexity of their financial needs.
And yet, the complexity of their financial lives requires attention, perhaps now more than ever. Firm leaders and advisors have an opportunity to help Gen X investors navigate these complexities.
Gen X is a generation with unique challenges and needs. Their economic challenges, paired with their willingness to experiment with newer technology poses new opportunities for how financial service institutions can serve them.

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Gen X: A mature market that's often overlooked

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