Article Details

Wealth firms urged to combine 'young and old'

Retrieved on: 2025-02-05 19:22:59

Tags for this article:

Click the tags to see associated articles and topics

Wealth firms urged to combine 'young and old'. View article details on hiswai:

Summary

The article discusses how GenAI and other technological innovations are crucial for bridging generational gaps in wealth management. Gareth Wilson emphasizes adapting to younger investors' ESG and personalization preferences. Tags reflect the focus areas in wealth management trends.

Article found on: www.pwmnet.com

View Original Article

This article is found inside other hiswai user's workspaces. To start your own collection, sign up for free.

Sign Up