Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

How AI Can Assist Advisors In Meeting The Needs, Requirements And Habits Of Inheriting Generations

The “great wealth transfer,” a phrase coined by Boston College researchers in the 1990s, is officially underway. An estimated $84 trillion worth of assets in the U.S. is projected to transfer to the next generation by 2045, and in Canada, CA$1 trillion is expected to pass to heirs by 2026. This monumental transition of wealth presents a unique set of challenges and opportunities for financial advisors.

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