Next Gen 2.0

Next Gen 2.0

Taking things to a higher level

You can’t miss it (or them). “Next Gen” is everywhere. The private wealth management industry is awash in Next Gen summits, educational programs, research studies and books, as private wealth advisors of all stripes (lawyers, accountants, financial advisors and more) search for ways to connect with and retain the next big demographic cohort of clients. Industry professionals report that they’re receiving pressure from older clients who want their children and young

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