The New Guard: Marci Bair on the Wealth Transition and SRI

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 [...] The post The New Guard: Marci Bair on the Wealth Transition and SRI appeared first on ETF Trends .