Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I. That’s a lot of money. Hard-earned money. And, according to one of the panel moderators at the recent LinkedIn FinanceConnect conference where I picked up this information, it’s the biggest wealth transfer in the history of, well, wealth transfer. Inclusive of this fact is that there will be an 80% change in the customer bas...
Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I. That’s a lot of money. Hard-earned money. And, according to one of the panel moderators at the recent LinkedIn FinanceConnect conference where I picked up this information, it’s the biggest wealth transfer in the history of, well, wealth transfer. Inclusive of this fact is that there will be an 80% change in the customer bas...
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