Name: Five Trends ‘Coalescing’ in Wealth Management
Uploaded: 2026-01-27T17:00:00Z
Duration: 3 min 17 s
Description: Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, discusses key trends that advisors should consider when offering clients financial advice.

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Sustainable Investing and the Wealth Transfer

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Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, discusses key trends that advisors should consider when offering clients financial advice.

https://m.wsj.net/video/20260127/2debf803-64bf-4584-81dc-c92da72b7ed3/1/hls/manifest-hd-wifi.m3u8

Five Trends ‘Coalescing’ in Wealth Management

There are five trends that I think are coalescing to make this space so interesting. I think, the first one is that our industry is more complicated, it is. There are far more solutions, opportunities. The value proposition of what advice is or what investment strategies are is much broader than it was before. And to the point that the, doing well in portfolio management is becoming, is, and we've been saying this for a while, commoditized. And I think, AI just accelerates that trend, right, so that's one. So one, you have a grace increased in complexity and a much more expanded value proposition for holistic management of wealth. The second thing that I think is interesting is what you, the point you made, which is people living longer. Well, what does that mean? Well, that actually now means you have three active generations making financial decisions concurrently. No longer might you have a single inheritance event that is anticipated that then people will make decisions on in a binary way. And so that is a very different dynamic for families themselves, let alone advisors or firms that are interacting in this space. And then on top of that, to your point, if 65 is no longer the twilight of someone's life but only the halfway point, I do think the notion of career and work is going to evolve. And we know that particularly to be true because what does the younger generation tell us they value? Experiences, right, so the experiential aspect, and purpose, and value in their lives.

And balance, all these things.

All these things. It's right, and they're now becoming a more active part of the conversation. And they are not, can you imagine as advisor, if you just turned around to your client and just said, "Oh, well, now you just need to work until you're 85? Could you imagine the expression on their face, or what they would say, or how they would feel if someone just gave them that as the only option to navigate this future, so we've got to be more thoughtful and we've got to be more expansive. And I think, the fourth one that really plays into it is sort of, help a potentially more cyclical nature of work, and leisure, and wealth accumulation, and decumulation, so it's more ebbs and flows. Whereas a lot of tools kind of have a more linear understanding of how future projections are going to happen, et cetera. So not only do our conversations change, but how do we actually model things differently for people? And then you take all of those things and you wrap them in an AI overlay, and it's just an accelerant of all of these ideas. And I think, that's what's making people feel a little overwhelmed, is because it feels like it's coming at us so fast. But what's also happening is that as it's coming at us so quickly as individuals and as people in this space, AI also expands the toolkit for those that are willing to pay attention. And I think, ultimately, it, this longevity trend and reality amplifies the value of advice.