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Financial Services

Fintech Opportunity in the Great Wealth Transfer

img 27 January 2026
imgBrent Walker

An estimated $124 trillion will transfer from Baby Boomers to younger generations by 2045, representing one of the largest shifts in economic power in modern history. Thismassive movement of capital is already reshaping howfinancial services.

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Psychographics

Credit Union Strategy for the Great Wealth Transfer

img 20 January 2026
imgBrent Walker

Over the next two decades,more than $124 trillion in assets will transfer from Baby Boomers to younger generations, creating both opportunity and risk for credit unions. This massive shift will determine which institutions maintain relationships.

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Psychographics

The Great Wealth Transfer Impact on Banks

img 15 January 2026
imgBrent Walker

The financial services industry stands at the precipice of a monumental demographic and socioeconomic shift as Baby Boomers transfer wealth to younger generations. An estimated $124 trillion in US household wealth will flow from Baby Boomers to.

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Financial Services

The Great Wealth Transfer and Psychographics

img 13 January 2026
imgBrent Walker

TheGreat Wealth Transfer represents $124 trillion moving from older to younger generations by 2048. But honestly, just knowing the dollar amounts only scratches the surface. Each generation looks at wealth, risk, and financial relationships.

Who Invests in Digital Assets Like Cryptocurrencies?
img 25 March 2025
imgBrent Walker

Digital assets like cryptocurrencies and NFTs (Non-Fungible Tokens) are digital representations of value and...

Decoding Client Motivations: The Psympl Financial Motivation Decoder
img 27 February 2025
imgBrent Walker

Psympl announced the launch of its revolutionary financial consumer Motivation DecoderTM in a press release....

How Do Clients Want to Engage Financial Advisors?
img 18 February 2025
imgBrent Walker

Managing a client population, nurturing productive relationships, and reinforcing client satisfaction and...

Top Trends in Financial Services Marketing for 2025
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imgBrent Walker

The financial services, wealth management, and banking industries are highly competitive, and effective...

How Do Different Consumers Invest in Different Market Conditions?
img 30 January 2025
imgBrent Walker

We are now in 2025 with a full year ahead of us, under a new Administration with a decidedly different...

AI in Financial Services and Wealth Management
img 31 December 2024
imgBrent Walker

Artificial intelligence (AI) is a set of technologies that enable computers to perform a variety of advanced...

The Top 3 Reasons Why People Do Not Have a Financial Advisor
img 17 December 2024
imgBrent Walker

It is estimated that 35% of American adults work with a financial advisor (Statista 2022). Thus, two-thirds...

The Top 5 Characteristics of a Financial Advisor Sought by Clients and Prospects
img 10 December 2024
imgBrent Walker

The financial services and wealth management industry is highly competitive. While estimates vary, there are...

The Top 3 Factors Impacting Personal Finances in 2025
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imgBrent Walker

2024 has certainly been a dynamic and turbulent year, full of uncertainty and promise. While the rate of...

An Introduction to Financial Psychographics
img 26 November 2024
imgBrent Walker

Welcome to the inaugural blog post of Psympl Answers. Psympl is dedicated to uncovering deep consumer...

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