Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.
One new offering, slated for the end of the year, will help advisors navigate mergers and acquisitions from start to finish.
Bone Fide Wealth found Douglas Boneparth uses a media and PR-driven marketing strategy to attract high-income millennial clients.
