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Navigating Gen Z’s Digital-First Financial Future

Strategies for the Entrepreneurial Generation

Financial professionals who have guided clients through shifting market landscapes for more than a decade have observed a remarkable change in how younger generations approach wealth building and financial planning. Generation Z, born between 1997 and 2012, stands out as the most entrepreneurial and digitally native cohort to date. Their attitudes toward money, investing, and financial services are fundamentally reshaping the industry while creating new opportunities for those prepared to meet them on their terms.

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