What Millennials Want From Their Wealth Management Firm

Quartz | Tiffany Ap | Jun 16, 2022 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. Surveyed nearly 3,000

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