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.
