SAN DIEGO -- As the industry undergoes a multi-trillion dollar wealth transfer, it's time for planners to shift their focus toward the next generation.
Change will be here sooner than you might think, said TD Ameritrade Director of Financial Planning Nathan Harness in a panel on millennials at IMCA’s annual conference. This generation, born between the early 1980s and early 2000s, is poised to make up approximately 44% of the American workplace, Harness says.
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