beta - fireinvestment.io logo beta - fireinvestment.io logo Home Markets News Resources Burn it

Burn it

Login Register

Mike Sha 2023-03-09 12:15:00

Council Post: The Great Wealth Transfer Will Radically Change Financial Services

Mike Sha is the Co-founder and CEO of SigFig . getty 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.

Read the Disclaimer : All content provided herein our website, hyperlinked sites, associated applications, forums, blogs, social media accounts and other platforms (“Site”) is for your general information only, procured from third party sources. We make no warranties of any kind in relation to our content, including but not limited to accuracy and updatedness. No part of the content that we provide constitutes financial advice, legal advice or any other form of advice meant for your specific reliance for any purpose. Any use or reliance on our content is solely at your own risk and discretion. You should conduct your own research, review, analyse and verify our content before relying on them. Trading is a highly risky activity that can lead to major losses, please therefore consult your financial advisor before making any decision. No content on our Site is meant to be a solicitation or offer.