Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’. The 50 Best Fintech Innovators is an in-depth look into companies taking advantage of technology and driving disruption within the financial services industry.
How Financial Institution Leaders Can Prepare for the Largest Generational Wealth Transfer
Bank Business News, September 25, 2023 A recent report from Coldwell Banker forecasts Gen Xers and Millennials will receive more than $68 trillion in inheritance passed down from Baby Boomers. This indicates the largest inter-generational wealth transfer in history,...
