Gen Z Is Reshaping Financial Advice - Is Your Firm Ready?
The Next Generation of Clients Isn’t Waiting
If you think Gen Z is too young to be shaping the future of financial advice - think again.
Born between the mid-90s and early 2010s, Gen Z is entering the workforce, building wealth, and actively seeking financial guidance. And according to Money Marketing, this generation brings a very different set of expectations compared to older clients:
Transparency - no hidden costs, no jargon
Seamless digital access - mobile-first and paper-free
Authentic relationships - they want honesty, not hard sales
Purpose-driven values - financial goals aligned with their beliefs
They’re tech-native, quick to compare options online, and not afraid to switch firms if they don’t feel understood.
For Advisers, This Is a Challenge - and an Opportunity
Many advice firms are built on strong, long-standing client relationships. But traditional methods alone may not cut it with Gen Z.
So, the big question is:
How do you stay relevant to a digital-first generation - without losing your professional edge, breaching compliance, or alienating existing clients?
The Solution: A Modern, Secure, Multi-Generational Experience
That’s where Digital Wealth Solutions comes in.
We help advice firms deliver a digital experience that resonates with Gen Z - while still offering the professionalism and compliance your existing clients rely on.
With Digital Wealth Solutions, you can:
Offer a branded client portal your firm owns and controls
Run paperless onboarding and digital annual reviews
Use secure messaging, document sharing, and e-signatures - all in one place
Give clients access on the go with a mobile app that keeps your brand front and centre
Enable real-time messaging and voice notes - perfect for a generation fluent in voice search and fast replies
Build long-term engagement with clients of all ages - and the generations coming next
This isn’t about going fully digital. It’s about meeting clients where they are, with tools that strengthen your relationships and scale your service.
Why This Matters Now
By 2030, Gen Z and Millennials are expected to control a significant portion of global investable assets. Firms that evolve now will be better positioned to:
Attract younger clients early in their financial journeys
Build long-term, intergenerational relationships
Future-proof their business with scalable, digital-first tools
Want to Future-Proof Your Advice Firm?
Start with a free 2-month trial of Digital Wealth Solutions - and see how modern engagement tools can work in your firm.
