TradePMR by Robinhood

Curating Well-Being Across Generations

Are you prepared for the Great Wealth Transfer?

Written By
Julie-Littlechild-headshot
JULIE LITTLECHILD
Founder and CEO
Absolute Engagement

Shift your focus from simply retaining assets to creating a family-centered experience that builds multi-generational relationships over time. 
Get the White Paper
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Positioning Your Firm for Generational Success

In collaboration with TradePMR, Absolute Engagement surveyed investors and their children to understand the true scope of the risks, opportunities, and strategies for advisors looking to successfully capitalize on the wealth transfer. Conducted in June 2024, the research revealed thought-provoking views, needs, and preferences that could help RIAs evolve their businesses for the next generation of investors.

Download the white paper to learn:

  • How your client experience and service delivery may need to evolve to connect with family members across generations
  • The skills and expertise that the next generation expects from advisors
  • Which technology solutions can help increase efficiency, drive engagement, and align with shifting preferences
  • How to communicate your value to your clients’ adult children and capitalize on opportunities to engage

Now is the time to capture and retain the intergenerational wealth transfer already underway.

Sources and Disclosures

This material is not intended to be relied on as investment advice and does not constitute a recommendation of any particular investment or investment strategy or an inducement to buy or sell any securities. The opinions expressed herein are those of the authors and do not necessary reflect the opinion of Trade-PMR, Inc. Any opinions expressed are as of the date of this publication and are subject to change, without notice. Any reliance on the information herein is done solely at the discretion of the reader. Julie Littlechild and Absolute Engagement are not affiliated or associated with Trade-PMR, Inc.

Copyright 2026, Trade-PMR, Inc.

"TradePMR," "Trade-PMR, Inc.," and "TradePMR by Robinhood" are trade names used by Trade-PMR, Inc.

Securities offered through TradePMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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