Do you remember all the meetings about how credit unions and community banks needed to change to attract Millennials?
Guess what? - Millennials are all grown up now and rapidly replacing their parents as the owners and drivers of the economy - Gen Z and Gen Alpha are fast behind.
In this article from the always insightful Ben Carlson, CFA he looks at how generational wealth transfer follows a relatively fixed course - kids tend to work out things just like their parents did. But this does not mean they are looking for the same things or doing things in the same way - we see massive changes in technology adoption and behaviors around money and its a major opportunity if not a necessity for FI's to adapt and evolve - but quickly.
Full article here: https://awealthofcommonsense.com/2024/08/millennials-are-becoming-boomers/
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• You must be a Shop Your Way member to be eligible for this promotion. Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at least $100 in metals, and at least $100 in equities in their account for more than 60 days.
• All missions must be completed within 30 days after account registration and before the offer expires.
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