Mike Sha is the Co-founder and CEO of
SigFig
.
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Much has been written about the monumental change on the horizon known in financial services as 'the Great Wealth Transfer.' Over the next two decades, parents and grandparents are expected to pass down trillions of dollars
(approximately $84 trillion, by one estimate)
to charities and younger generations—particularly, Millennials and Gen Xers. This will drastically shake up the financial services industry as players jockey for position with beneficiaries.