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.
Financier and convicted pedophile Jeffrey Epstein was in jail awaiting trial on charges of conspiracy and trafficking minors for sex when he hanged himself.
Mercer Global Advisors revealed that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.