Author: Elizabeth Cady
When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change.
Bankrate’s Kelly Anne Smith quoted me in her article, “Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’” where I shared how women will likely drive more of the investment conversations as a result and how the finance industry will adapt.
if you’d like to learn more about how EP Wealth is addressing this shift, check out our “Investing in Women” initiative. If you have any additional questions feel free to contact me.
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