Wealth-Transfer Torch is (Not) Passed.

The article focuses on skills needed in the financial services industry to manage the transfer of wealth to the generation X and Y in the U.S. The firms offering health-wealth advice will be required for greater pricing transparency. The health-wealth advisor market needs to take a page out from the retail products handbook to capture the wealth transfers. The most succesful firms will focus on providing advice across a clients' entire balance sheet by establishing a 360-degree view.