The New Guard: Jonathan Wong on Authenticity and Communities
October 02, 2023 at 08:30 AM EDT
There’s a massive transition of wealth already underway in the U.S. as older generations retire and new generations set the investing course. Cerulli Associates estimates that 40% of financial industry assets, worth about $10.4 trillion, will roll over in the next decade. That’s 37% of advisors retiring. This series takes a look at how that transition [...] The post The New Guard: Jonathan Wong on Authenticity and Communities appeared first on ETF Trends .
