Conventional wisdom says that “old guard” financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.
We’d like to get your thoughts as part of our new survey, Advisor Views on Marketing Support. Can you take a few minutes to help us with our quick (and confidential) survey? You'll be entered to win one of four $100 Visa gift cards.