Generations are defined less by age than by shared experiences. From Gen Z to the Silent Generation, each group has unique needs, desires and challenges—particularly when it comes to finances. Lena Haas, head of Wealth Management Advice and Solutions at Edward Jones, discusses her firm’s efforts to better understand each generation to help them plan and reach their life goals.
Generations are defined less by age than by shared experiences. From Gen Z to the Silent Generation, each group has unique needs, desires and challenges—particularly when it comes to finances. Lena Haas, head of Wealth Management Advice and Solutions at Edward Jones, discusses her firm’s efforts to better understand each generation to help them plan and reach their life goals.