Strategies for Wealth Advisors   Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…

© 2017 PARAGON ROAD | WHAT'S YOUR LEGACY? | Privacy Policy

logo-footer