Scr Media Inc
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Publisher of award-winning books on financial and wealth planning
Stories (15)
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ESG Investing
Investors today are more informed, values-driven, and focused on building wealth responsibly. This is where Environmental, Social, and Governance (ESG) investing comes into play. ESG investing goes beyond traditional financial performance; it emphasizes sustainability and ethical responsibility across investment choices. For wealth advisors, understanding and incorporating ESG investing isn’t just an option – it’s increasingly a client demand and a key to growth in the modern wealth management landscape.
By Scr Media Inc9 months ago in 01
Generational Wealth Transfer
The global financial landscape is undergoing one of the biggest shifts in history. Baby Boomers, who hold the majority of wealth today, are passing down trillions of dollars to younger generations like Millennials and Gen Z. According to projections, this "Great Wealth Transfer" will see an estimated $84 trillion changing hands by 2045. For wealth advisors, this isn’t just an opportunity to manage assets–it’s a pivotal moment to build lasting relationships and secure their roles as trusted advisors across multiple generations.
By Scr Media Inc9 months ago in Marriage
Hyper-Personalized Financial Planning: The Future of Wealth Management
Financial planning has come a long way from generic, one-size-fits-all strategies. Today’s clients expect precision and relevance that align with their unique needs and aspirations, giving rise to hyper-personalized financial planning. Combining human expertise with advancements in technology, hyper-personalization is reshaping the wealth management landscape. But what exactly does it mean, and why is it crucial for modern advisors?
By Scr Media Inc9 months ago in Lifehack
