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When you think of a typical wealth management client, how do you imagine them? You’re probably thinking of an older man, with white hair, pale skin, wearing an ill-fitting suit. Your assumption is correct, but it doesn’t paint an

In our previous article we covered how Millennials are set to inherit the greatest wealth transfer of our time. This group will receive between $30-$68 trillion from their parents, who are composed of Baby Boomers and Silent Generation. Millennials are

In our previous articles, we reviewed how Millennials are in line to inherit the greatest wealth transfer of our time and their expectations from wealth management. Millennials will inherit $30-$68 trillion from their parents, who are from the Baby Boomer