Today's episode is from our sister show here at Finimize, Generation .   The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before.  That's why Max Rothery, VP of Community at Finimize...

Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation.  The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry.  That's...