How Do You Pick the Best Wealth Manager?
Merryn Talks Money
00:00
Navigating Alternative Investments and Wealth Management
This chapter explores the complexities of alternative investments, focusing on private equity and cryptocurrency, and their uncertain long-term performance. It examines how younger generations, particularly Gen Z and millennials, view these assets while emphasizing their demand for personalized and digital wealth management services. The discussion also highlights challenges in the wealth management industry, including talent retention and the need for new fee structures that align with client expectations.
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