I.G. Insights: Becoming a Next-Generation Wealth Advisor

This past year has been unlike any that we’ve ever experienced before. There have been significant changes, opportunities, and challenges in the ways we use technology, interact in communities, and approach giving and philanthropy — all of which have spurred much-needed transformation (and hope!) during a time when nothing seemed possible.

The I.G. Advisors team has been building a platform, alongside the Bill & Melinda Gates Foundation, to bring technology, community, and philanthropy together in more meaningful, transformative ways. We have published two (here and here) reports in a series titled “Embracing the Power of Community,” where we dove into the ways in which high-net-worth-individuals — especially next-gens — are craving to learn and grow in their philanthropy alongside others in online spaces. We received overwhelming interest from philanthropic intermediaries, nonprofits and individuals to learn more, and we are pleased to share our third report on the topic.

Click here to access the report.

Our third report is a bit different from the other two. It is centred around our market research and focuses on the challenges that face intermediaries — specifically wealth advisors — in this “new” normal, and the shifts that will need to take place in order for them to stay relevant. The wealth management industry is evolving in many ways and wealth advisors will need to transition to new ways of working if they want to survive.

In this report we hone in on ways that wealth advisors can make that shift. We also provide the basic steps that any advisor can take to be better equipped for a generation of clients who are looking for more holistic financial support.

If you are interested in learning more about this work and the plans for our new digital platform, please reach out to lauren@ig-advisors.com.