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March 29, 2023
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The Generation Game: The FinServ Guide to the Greatest Wealth Transfer in History

In the next decade alone, Baby Boomers will hand down as much as $8.8 trillion in assets to the generations that follow. Without a doubt, this represents the greatest wealth transfer in history. It also represents a huge shift in customer expectations, because these generations do not bank in the same ways. How do financial …

The post The Generation Game: The FinServ Guide to the Greatest Wealth Transfer in History appeared first on TechRepublic.

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