Affluent Millennials, Home Tech and Chilling Lessons from Wealth Management Industry

Wealthy Millennials flee their full-service financial advisors at alarming rates, as wealth-management firms ignore their unique needs. Sound familiar, home-tech industry? In many ways, the wealth-management industry is a lot like the custom integration (CEDIA) industry. Both tend to focus on reliable, high-worth customers who consistently return (with their money)…