As trillions of dollars begin to shift from Baby Boomers to Millennials and Gen Z, the financial services industry is facing a once-in-a-generation transformation. Monarch’s president and ACG Tennessee member, Lee Farabaugh, explores the impact of this generational wealth transfer in a newly published piece for Middle Market Growth, the official publication of the Association for Corporate Growth (ACG).
In the article, Lee outlines how middle-market firms can align their investment strategies and investor engagement models to meet the expectations of younger, tech-savvy investors. From embracing AI-powered tools to prioritizing transparency and ESG-focused investing, the piece offers timely guidance for firms seeking to stay ahead.
