Pathward's Chief Customer Officer Will Sowell authored a byline in Financial Advisor Magazine exploring how financial advisors can better serve Generation Z as they navigate the complex path from financial dependence to independence.
In the piece, Sowell draws on findings from a recent Pathward report revealing that only 37% of Gen Z respondents consider themselves mostly or completely financially independent from their parents. This gradual path to independence creates unique financial needs that differ significantly from those of older generations.
"In many ways, younger adults represent the future of financial services," Sowell writes. "Those who adapt their approach today will be best positioned to serve the next generation of investors, entrepreneurs and wealth creators."
The article also explores Gen Z's digital fluency and its implications for the advisor-client relationship. While younger adults expect seamless technology experiences, they still seek trusted expertise for complex financial decisions. Sowell notes that advisors who combine digital convenience with personalized, education-oriented guidance can become stronger partners as their younger clients grow.
Read Sowell’s complete article in Financial Advisor Magazine at FA-Mag.com.
