Barron's Advisor Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Jan 27, 2026
Anthea Tjuanakis Cox, Managing Director at Morgan Stanley who leads multi-generational financial planning, longevity, and tech integration. She discusses why the traditional retirement model is outdated. Multiple scenarios replace single forecasts. AI is framed as both a risk and a powerful tool. Conversations cover managing family tensions, evolving careers, and purpose-driven planning.
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Retirement Is No Longer Binary
- The binary accumulate-then-decumulate retirement model is becoming obsolete due to longevity, lifestyle shifts, and AI-driven change.
- Advisors must broaden their value proposition beyond portfolio management to holistic wealth coordination.
Three Generations At The Table
- Increased longevity creates three active generations making financial decisions at once, changing family dynamics and planning needs.
- This amplifies the value of advice that can navigate multi-generational trade-offs and scenarios.
Plan With Multiple Scenarios
- Use scenario planning instead of a single base-case to reduce client anxiety and allow tactical changes as trends emerge.
- Show multiple plausible futures so different family members feel seen and can adjust as outcomes evolve.