Wealth and Asset Management
Walking the tightrope – how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of dollars will be passed from the Baby Boomer generation to Gen-Xers (born between 1965-80) and Millennials (1981-96). This younger cohort represents an opportunity (a must) for banks to expand their…
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