Traditional wealth managers face uphill struggle to win over millennials

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From Wealth Management / Business Models 27 July 2018

By Tasha Vashisht, Sean Kang and Nikhil Dama

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

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Traditional wealth managers face uphill struggle to win over millennials

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