Best of: How Do You Pick the Best Wealth Manager?
For today's show we're bringing you an evergreen episode that we found really insightful last summer and the lessons remain valid for today.
The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.
On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn…
The skinny
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