Generational Overhaul: Serving Next-Gen Advisors and Investors

Thanks for attending our presentation at the 2026 MMI Annual Conference!

The generational transition is not coming—it is here.

Two simultaneous shifts are reshaping the industry: a new generation of affluent investors is accumulating significant wealth faster than expected, and a new generation of advisors is taking over books of business at scale.

Firms that understand both cohorts and adapt accordingly will be positioned to capture a disproportionate share of the next decade's flows. The firms don't will find themselves over-indexed to relationships that are aging out.