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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