A massive transfer of wealth is set to take place over the next decade. Understanding and adapting to the unique needs of Generation Z and Millennials is key for financial planners to be at the forefront of this paradigm shift, driving growth and innovation in their practices. In the latest edition of the Wealth Debrief Exchange, Tiaan Herselman, and David Veary explore how these generations are reshaping the financial landscape.

From sustainability to “Finfluencers”, watch as they unpack the investors of the future and share insights on how to remain relevant and unlock further opportunities along the way.