Bibliographic Details
| Title: |
AMERICA'S TOP NEXT-GEN WEALTH ADVISORS. |
| Authors: |
KLEBNIKOV, SERGEI (AUTHOR), RESEARCH, SHOOK (AUTHOR) |
| Source: |
Forbes. Aug/Sep2024, Vol. 207 Issue 4, p71-74. 3p. 3 Cartoon or Caricatures. |
| Subject Terms: |
*Financial planners, *Wealth management services |
| Company/Entity: |
Morgan Stanley & Co. LLC |
| Abstract: |
This Forbes article highlights the top next-generation wealth advisors in America. The list features 100 professionals born in 1985 or later who collectively manage nearly $279 billion in assets. The article emphasizes the importance of young advisors in the financial industry, as only 30% of advisors today are under the age of 40. The article includes quotes from three of the top advisors, discussing their strategies and priorities in serving their clients. [Extracted from the article] |
|
Copyright of Forbes is the property of Forbes Inc. and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) |
| Database: |
Business Source Complete |
|
Full text is not displayed to guests. |
Login for full access.
|
