Every generation of affluent consumers makes their mark in reshaping the wealth management industry. The newest generation of up-and-coming investors, the affluent millennials, will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm prepared?
This group of younger high-net-worth individuals will only get richer, according to U.S. wealth management data from our recent Global Wealth Monitor report. Focusing attention on their needs and desires today will help advisors gain access to and retain these highly valued investors.
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