Press Release
HorizonPointe Financial Group Analyses the Historic Generational Wealth Transfer Challenge
Los Angeles, CA, United States, 17th Mar 2025 — HorizonPointe Financial Group (HPFG), a leading global asset management firm, has released comprehensive analysis on what industry experts call “the largest wealth transfer in history.” HorizonPointe Financial Group’s research highlights the urgent need for the financial industry to bridge the gap between traditional wealth management services and the distinct investment preferences of Millennials and Generation Z, who stand to inherit an estimated $84 trillion from Baby Boomers over the next two decades.
HorizonPointe Financial Group’s analysis comes at a critical juncture for the asset management industry, which has struggled to connect with younger investors who show markedly different attitudes toward wealth, risk, and financial institutions compared to their parents.
“We’re witnessing a generational shift that will fundamentally transform the wealth management landscape,” said Andrew Evan Watkins, Chief Analyst and Director at HorizonPointe Financial Group, during an industry conference in Manhattan. “The financial services sector must commit to meeting the next generation of investors where they are, with solutions that align with their values, digital expectations, and long-term financial goals.”
According to the latest wealth transfer report from industry researchers, $72.6 trillion in assets will change hands in the United States alone by 2045, with heirs receiving $53 trillion and charities benefiting from $11.9 trillion. HorizonPointe Financial Group’s research indicates that traditional firms risk losing up to 80% of these assets during the transfer process if they fail to adapt to younger clients’ preferences.
Watkins emphasized that HorizonPointe Financial Group believes successful wealth management strategies for the next generation must integrate several key features designed specifically for digital-native investors, including mobile-first interfaces, fractional investment capabilities, AI-driven personalized guidance, and expanded access to alternative investments with significantly lower minimum thresholds than traditional wealth management services.
“Today’s younger investors expect seamless digital experiences coupled with authentic human guidance,” explained Watkins. “They’re skeptical of financial jargon, demand complete transparency, and place significant importance on values alignment and social impact alongside financial returns.”
HorizonPointe Financial Group’s analysis highlights the importance of values-based investment options, allowing clients to construct portfolios that reflect their personal values while maintaining robust financial performance. This responds directly to findings from sustainable investing research, which reported that 95% of Millennials are interested in sustainable investing, with 75% believing their investment decisions could impact climate change policy.
The research also addresses the need to accommodate the fragmented financial lives of younger clients by developing tools that aggregate various financial accounts, cryptocurrency holdings, and even non-traditional assets like NFTs into comprehensive financial dashboards.
Katherine Reynolds, senior digital transformation analyst at a prominent research institution, views HorizonPointe Financial Group’s analysis as potentially industry-shaping. “What sets this research apart is its holistic approach to generational wealth transfer. It’s not merely suggesting a digital facelift of traditional services but a ground-up reimagining of wealth management for a generation with fundamentally different expectations,” she noted.
HorizonPointe Financial Group has invested heavily in behavioral finance research to understand younger investors’ distinct risk profiles and investment horizons. Their studies reveal that contrary to popular belief, Millennials and Gen Z aren’t uniformly risk-averse or short-term focused. Instead, they exhibit complex attitudes toward financial risk that traditional risk assessment tools often fail to capture.
“The narrative that younger generations aren’t interested in long-term wealth building is simply false,” Watkins stated. “They’re highly engaged, but their approach differs substantively from previous generations. They’re seeking wealth management partners who understand this nuance.”
Industry data supports this view. A recent financial behavior report indicates that 82% of young investors actively seek professional financial guidance, but 54% feel current advisory services don’t adequately address their needs or communication preferences.
HorizonPointe Financial Group recommends that wealth management firms develop digital education components featuring interactive learning modules, financial literacy resources, and community forums—elements that recent financial services research identified as critical for building trust with younger demographics.
HorizonPointe Financial Group’s analysis comes amid broader industry disruption, with fintech startups and established technology companies increasingly encroaching on traditional wealth management territory. According to market research, investment in wealth management technology surged to $14.7 billion globally in 2024, a 37% increase from the previous year.
However, some industry analysts question whether large, established firms can successfully pivot to meet the needs of younger investors. “The question isn’t whether these recommendations have the right features—it’s whether traditional institutions can authentically connect with a generation that came of age during the financial crisis and harbors fundamental skepticism toward Wall Street,” said Marco Velez, fintech analyst at a major financial institution.
HorizonPointe Financial Group counters this skepticism by advocating for a hybrid approach, combining digital tools with access to human advisors specifically trained in intergenerational wealth communication and planning. The firm estimates that the industry needs to invest at least $300 million annually in developing next-generation wealth strategies over the next three years.
For Andrew Watkins and HorizonPointe Financial Group, the message is clear: “The wealth management firms that thrive in the next two decades will be those that successfully navigate this massive wealth transfer. We’re not just talking about new platforms—we’re calling for building bridges to the future of our industry.”
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
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Media Contact
Organization: Thrive! Resumes
Contact Person: Joni Holderman
Website: https://www.thriveresumes.com/
Email: Send Email
Country:United States
Release id:27358
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Ignite Career Growth with Thrive Resumes Expert Resume Writing Services
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In the fast-paced world of online trading, reliable and responsive customer support is more than a convenience—it’s a necessity. For many traders, especially those navigating the complexities of multi-asset platforms and volatile markets, having access to knowledgeable assistance at the right time can make a significant difference. At NordFX, client support is built into the core of the trading experience, ensuring users receive help quickly, efficiently, and in a manner that reflects the company’s global outlook.
Comprehensive Support, Designed for Traders
NordFX provides multi-channel client support, offering assistance via email, live chat, phone, and a dedicated ticket system. Whether users have questions about account setup, platform navigation, technical issues, or trading strategies, they can expect clear guidance from a team well-versed in every aspect of the company’s services. Importantly, NordFX support is available 24 hours a day, five days a week, aligning with the international trading schedule and ensuring that help is on hand whenever markets are open.
Multilingual Service for a Global Clientele
Understanding that its clients span continents and cultures, NordFX offers support in 15 languages. This multilingual approach eliminates language barriers, allowing traders to communicate confidently and receive assistance in their preferred language. From beginners taking their first steps in trading to seasoned professionals managing complex portfolios, the company’s support team is equipped to respond to a wide range of inquiries with speed and clarity.
Commitment to Responsiveness and Expertise
Fast response times are a key element of NordFX service philosophy. The company places strong emphasis not only on the technical accuracy of its support but also on the timeliness of replies, ensuring that clients are never left waiting during critical trading periods. Behind the scenes, continuous training and knowledge updates keep the support team prepared for evolving market dynamics and platform developments.
Recognized Excellence
NordFX commitment to outstanding customer service was recently recognized when the company won the Best Crypto Trading Support award at the AllForexRating Awards 2025. This accolade reflects both professional assessments and public voting, underscoring NordFX dedication to supporting crypto traders with reliable, responsive, and professional assistance. While the award highlights crypto trading specifically, it also reinforces the company’s broader focus on delivering a seamless support experience across all asset classes.
A Seamless Extension of the Trading Platform
The NordFX support infrastructure is designed to complement its trading platforms—including MetaTrader 4 and 5—providing users with a fully integrated experience. Whether accessing markets via desktop, web, or mobile apps, traders can rest assured that help is never far away. By maintaining close alignment between its technology, trading conditions, and support services, NordFX aims to create an environment where users can focus on their trading goals with confidence.
Media Contact
Organization: Nord FX
Contact Person: Vanessa Polson
Website: https://nordfx.com/
Email: Send Email
Address:Gros-Islet
Country:Saint Lucia
Release id:27372
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NordFX Client Support: Dedicated to Enhancing User Experience Around the Clock
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Kingbull Unveils Trekker: A High-Spec Urban Commuter and Final Chapter in the Forge Series
Kingbull, the fat tire electric bike expert, today officially announced the release of Trekker, the final model in its high-performance Forge Series. Designed with practical commuting in mind, the Trekker combines everyday usability with elevated components and riding comfort. Pre-orders are now open at a launch price of $1,799 — up to $500 less than comparable commuter e-bikes with similar high-end configurations.
Premium Braking and Shifting, Built for Everyday Confidence
For urban riders navigating variable traffic and road conditions, reliable braking and smooth shifting are essential. Trekker comes equipped with the Tektro HD-E3940 4-piston hydraulic disc brake system, paired with 180mm rotors on both front and rear wheels. This high-performance setup ensures powerful, consistent braking even in wet weather or steep descents—significantly outperforming traditional 2-piston systems in terms of modulation and durability.
The bike also features a Shimano 8-speed derailleur system, offering precise gear changes and exceptional drivetrain reliability. Whether climbing city overpasses or cruising through congested bike lanes, the Trekker delivers a smooth, responsive experience, positioning it well above standard commuter bikes in its class.
Long-Range Battery and Smart Torque Sensing
At the heart of Trekker is a Samsung 48V 20Ah integrated battery, enabling a real-world range of up to 80 miles (128 kilometers) on pedal-assist level 1. Powering the ride is a Bafang G062 750W rear hub motor, delivering 85Nm of peak torque, ideal for city hills and loaded trips.
Complementing this setup is a torque sensor, which responds to the rider’s pedal force in real time—resulting in more natural acceleration, reduced battery consumption, and a smoother ride.
Commuter-Ready Design Meets Daily Versatility
The Trekker is built around a low-step aluminum alloy frame, making it easy for riders of all sizes to mount, especially in urban stop-and-go scenarios. Comfort is enhanced by an 80mm front suspension fork, softening uneven pavement and speed bumps during everyday rides.
The bike is fitted with Kenda 20″x4.0″ puncture-resistant fat tires that include integrated reflective sidewalls, removing the need for separate reflectors while increasing nighttime visibility without sacrificing aesthetics.
Lighting and alert systems are also thoughtfully integrated, with a 48V LED headlight, tail light, and electronic horn to ensure safety in low-visibility conditions and heavy traffic.
Closing Out the Forge Series: Designed for Everyday Utility
Trekker joins the Forge family as its final chapter, following the launches of the EX Titan (full-suspension trail bike), Jumper Go (urban mid-suspension), and Verve (folding commuter). It stands out as the most balanced commuter-focused build, combining premium parts with practical geometry.
To support riding needs, Kingbull will begin rolling out upgraded service and test-ride centers across the U.S. starting in May. This expansion is backed by a multi-million dollar investment aimed at elevating customer experience and post-purchase support.
About Kingbull
Kingbull is a premium electric bike brand dedicated to designing performance-first mobility solutions for modern riders. With a portfolio spanning off-road adventurers, cargo haulers, and commuter-ready machines, Kingbull continues to push the boundaries of quality and rider experience.
To learn more or place a pre-order, visit https://www.kingbullbike.com or contact (213) 588-4335.
Media Contact
Organization: Kingbull Technology, INC.
Contact Person: Ethan Doo
Website: https://www.kingbullbike.com/
Email: Send Email
Contact Number: +12135884335
Address:5101 Santa Monica Boulevard
City: Los Angeles
State: CA
Country:United States
Release id:27428
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Kingbull Unveils Trekker: A High-Spec Urban Commuter and Final Chapter in the Forge Series
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