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The Great Wealth Transfer Is Really A $28 Trillion Investment Story
The Great Wealth Transfer could keep $28 trillion invested. Jim Osman explains why the real opportunity may be who controls, manages, and profits from those assets next.
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fortune.com
Great disappointment will follow the Great Wealth Transfer as baby boomers pass on just a fraction of their fortune to millennials and Gen…
The good news for the younger generations is that boomers are already showering some of their money on their heirs.
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forbes.com
The Great Wealth Transfer Is Really A $28 Trillion Investment Story
The Great Wealth Transfer could keep $28 trillion invested. Jim Osman explains why the real opportunity may be who controls, manages, and profits from those assets next.