Wealth management is transforming faster than most professionals realize because the industry’s customer base is changing. Three trends are driving a paradigm shift in wealth management that will become clear in 2020. The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women. For example, the HNWI (old money) will transfer $68 trillion to younger heirs worldwide over the next 25 years. The wealthy will transfer much of that money to Millennials (new money); persons born between 1981 and 1996.Read More
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