The changing preferences of next-gen clients: Planning
In the final part of a three-part series, the authors examine planning's role in the changing preferences of next-generation clients.
The changing preferences of next-gen clients: Asset allocation
In the second of a three-part series, the authors examine the importance of asset allocation in the changing preferences of next-gen clients.
Adapting to the changing preferences of next-gen clients
The first of a three-part series breaks down important preferences of next-gen clients as wealth managers manage the transfer of wealth.