Anthony Stich is vice president of global marketing at Advicent, where his goal is to develop a team of marketing leaders to grow Advicent, a leading provider of SaaS technology solutions for the financial services industry, into a global brand.
Before our profession witnesses the substantial influx of investable assets from the generational wealth transfer, there is still work to be done—especially with the “forgotten generation.”
Unlike the baby boomer and millennial generations, Generation X is rarely talked about. This cohort is smaller than the other two, and seemingly quieter. Considering that they are on the front end of the wealth transfer and are currently in a “retirement saving mindset,” it is important to discuss their financial technology needs; but first, a little background on Gen X.
