Meeting the moment:

A societal shift is underway. Younger generations feel energized to help evolve workplace norms — even as they experience the emotional impact of their efforts. Meanwhile, older workers remain thoughtfully focused on long-term stability — as they seek fresh ways to stay engaged. And through a gender lens, we see men and women exploring their own distinct trends in education, finance and career growth — painting a fuller picture of the strengths each can contribute to this changing landscape.

 

When organizations recognize the power of these paradoxes — and the voices behind them — today’s workplace trends can transform into tomorrow’s competitive advantage.

 

The workplace is a dynamic crossroad of cultural trends, personal values and financial well-being. To understand how these forces intersect today, Bank of America conducted research across a broad spectrum of employees and employers — spanning generations, regions, industries and income levels.

 

Findings reveal a nuanced landscape, and this study explores the unique paradoxes at play. The research highlights where progress has already begun, where momentum is building and where focused action can unlock significant gains for employees and employers alike.

 

As collaboration grows across generations and genders, organizations have the unique opportunity to advance a workplace culture that embraces ambition, nurtures loyalty and excites future talent.

 

This study discusses the following topics:

 

• Awareness of financial wellness patterns
• Opportunities to innovate
• Benefits that shape workplace progress

Read our study for more information on how generational and gender trends are redefining financial wellness.