Video: Intergenerational Wealth Management Approach—How to Retain Management

As baby-boomers age, their wealth is being transferred to members of the next generation. In this video, Rich Medina outlines the challenges financial services firms face as they figure out how to effectively retain the management of those funds.

Rich Medina
Rich Medina
I’m a Principal Consultant and co-founder of Doculabs, and the resident expert in using ECM for information lifecycle management.