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19.11.18: Amer Vohora talks about Next-Gen Investors in the Nov 2018 STEP Journal

Next-Generation’ clients often have radically different goals to their parents, and may reject wealth management industry norms. In the latest edition of the STEP Journal, VALUEworks Chief Client Officer Amer Vohora shares how advisors can remain relevant to this emerging group of wealthholders. More information in the attachment.