The Great Wealth Transfer is here—are asset managers prepared?
Posted by Nelly19 hours ago
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Back
Millennials and Gen Z are set to inherit trillions, bringing a new era to wealth management. These digital-first, value-driven investors demand more—greater transparency, tailored solutions, and seamless digital experiences.
For traditional firms, this is not just a challenge; it’s an opportunity. Adopting a tech-enabled, holistic strategy that balances innovation with compliance is key to retaining trust and driving sustainable growth.
Discover actionable insights in the latest article from Sachin Kamat, exploring how asset managers can evolve to meet the expectations of the next generation of investors, unlocking long-term success in wealth management.
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