Preparing for the biggest wealth transfer in history

With trillions of pounds set to change hands in the coming decades, the "Great Wealth Transfer" is poised to redefine the financial world. As Baby Boomers pass on their wealth to younger generations, financial advisors and investors face unique challenges and opportunities. Understanding the preferences and priorities of Millennials and Gen Z is critical, as they tend to value different investment strategies, with a growing focus on sustainability and technology. Now is the time to reassess strategies and ensure portfolios are aligned with this major demographic shift.