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"Great Wealth Transfer" nghĩa là gì?
17 Nov, 2022
"Great Wealth Transfer" = Đại chuyển dịch tài sản -> nghĩa là sự chuyển dịch, chuyển giao tài sản của thế hệ già (thế hệ sinh hậu Thế chiến 2) sang thế hệ trẻ qua quà tặng hay thừa kế.
Ví dụ
The so-called "great wealth transfer" is something the financial (tài chính) services (dịch vụ) industry has talked about for years. Now, it is well underway (diễn ra), and the numbers are mind-blowing.
Kidbrooke concluded (kết luận), “Are you looking to capitalise (lợi dụng) on the Great Wealth Transfer? Data is everywhere and even sophisticated (tinh vi) investors can become overwhelmed with information. Therefore, if your firm can convert data to actionable information, you can differentiate yourself and establish a unique wealth planning offering in the market.”
Trillions of dollars are expected to pass between spouses (cặp vợ chồng) and then to their offspring (con cháu) in the great wealth transfer. Embracing digital wealth management allows advisors not only to more closely track what they are managing, but also the opportunities of retaining this wealth as it moves between spouses and then to the next generation.
Author Cam Marston explores the generational differences in how different age groups approach money management. If you’re interested in expanding (mở rộng) your client base or simply getting ahead of the curve as the great wealth transfer approaches, this book can act as a helpful guide.
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