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  • 5 min read

The Great Wealth Transfer: How Millennials Are Changing Investing

As Baby Boomers pass wealth to Millennials, investment preferences are shifting dramatically:
• 75% want sustainable investments (Morgan Stanley)
• 50% own crypto vs. 5% of Boomers (CNBC)
• 60% use social media for financial advice

Financial firms are responding with:
• Gamified investing apps
• ESG-focused retirement plans
• Crypto inheritance services

The trend is creating opportunities in clean energy, digital assets, and fintech – while traditional brokers scramble to adapt.

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