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Podcast: Fintech Insider Podcast by 11:FS
Episode: Insights: How will The Great Wealth Transfer affect millennials, boomers and banks?
Description: Our expert host Kate Moody is joined by some great guests to talk about The Great Wealth Transfer.As Baby Boomers pass on an estimated $84 trillion of wealth, they discuss how the products and services to support Millennials will differ, how this may impact established wealth management institutions, and ask how will this change the wealth management landscape in the future?They also take stock of where the industry currently is and how well equipped, or not, it is to deal with the challenges that lie ahead AND they discuss some of the broader trends...