Gen Z and Millennial High-Net-Worth Investors Are Reshaping Wealth Advice

CFA Institute has released new research demonstrating how Gen Z and millennial mass-affluent, high-net-worth (HNW) and very-high-net-worth (VHNW) investors are redefining the future of private wealth management. As trillions of dollars pass to younger generations in the Great Wealth Transfer, the research titled, Next-Gen Investors: A Guide for Wealth Managers…