Wealth Transfer and Fintech Disruption

This chapter explores the anticipated $84 trillion wealth transfer from baby boomers and its transformative effects on the fintech sector, highlighting the struggle of traditional banks to adapt to new technologies. It emphasizes the rising expectations for personalized digital services, the resurgence of cash usage during economic uncertainty, and challenges in promoting responsible financial behavior. The discussion also addresses the need for a holistic approach in wealth management and the potential for significant disruptions as digital financial solutions continue to evolve.

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