Mar 01, 2017

Millennials’ net worth will double within the next five years and they will inherit tremendous fortunes in the decades to come. They strive for professional advice from wealth managers they trust, and are highly dissatisfied with the customer service and outdated digital offerings they are receiving from their current financial institutions. This report explores how millennials will disrupt established forms of client behavior and interaction, and offers strategic and practical advice on how wealth managers can take advantage of the generational shift in clients by employing the right digital tools and channels.

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