Eight Charts That Explain Millennials and the Future of Wealth ManagementEight Charts That Explain Millennials and the Future of Wealth Management

Matthew Wong, lead analyst at CB Insights for financial technology, spoke at his firm’s The Future of Fintech 2018 gathering Wednesday. He touched on several data points the wealth management industry and financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.