The June 2025 report highlights Gen Z as a multi-trillion-dollar wealth opportunity, driven by early wealth accumulation and incoming intergenerational transfers. Despite this, traditional wealth models often alienate Gen Z with asset minimums, outdated digital experiences, and inauthentic marketing. To succeed, institutions must adopt Adaptive Next-Gen Engagement—an approach built on digital-first strategies, AI personalization, values-based investing, flat-fee models, and authentic relationships. A phased implementation enables firms to evolve alongside Gen Z's needs, positioning them for long-term relevance and leadership in next-gen wealth management.

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