HorizonPointe Financial Group Analyses the Historic Generational Wealth Transfer Challenge
Los Angeles, CA, United States, 17th Mar 2025 — HorizonPointe Financial Group (HPFG), a leading global asset management firm, has released comprehensive analysis on what industry experts call “the largest wealth transfer in history.” HorizonPointe Financial Group’s research highlights the urgent need for the financial industry to bridge the gap between traditional wealth management services and the distinct investment preferences of Millennials and Generation Z, who stand to inherit an estimated $84 trillion from Baby Boomers over the next two decades.
HorizonPointe Financial Group’s analysis comes at a critical juncture for the asset management industry, which has struggled to connect with younger investors who show markedly different attitudes toward wealth, risk, and financial institut...
