Verato Blog The Great Wealth Transfer: A Data-Driven Opportunity for the Financial Services Industry

The coming decades will witness a financial phenomenon unlike any other: the Great Wealth Transfer. Baby boomers, the wealthiest generation in history, are poised to transfer a staggering $72 trillion to their heirs over the next 20 years. [1] This presents a massive opportunity for financial services firms, but also a significant challenge – identity ... The post The Great Wealth Transfer: A Data-Driven Opportunity for the Financial Services Industry  appeared first on Verato.