Wealth and Asset Management
What the next generation of millionaires want from their wealth management firm
Over the next few decades, around $30 trillion in wealth is expected to be passed down from Baby Boomers to millennials. A survey from Capgemini Research Institute found that they’re going to be pickier customers for wealth management firms than their parents and grandparents. Earlier this year, the French consulting…
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Click here to read the full story: Quartz