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May 14, 2018 Edition
Focus on Wealth Management

Millenials and money: Financial planners reach out to new generation of investors

Renee Cordes

While most millennials are still in the phase of creating wealth, their aggregated global net worth is projected to more than double between 2015 and 2020 up to an estimated $24 trillion, according to a Deloitte report. It's just one reason wealth managers are starting to focus on millennials. Another? More than two-thirds of wealth managers' clients today are over age 60.

Today's Poll

How are you keeping your event calendar manageable?
Poll Description

Sponsored by Kennebunk Savings Bank

In this post-pandemic world, people are feeling stretched thin with overbooked calendars and a never-ending list of events to attend.

In the past couple of years, new events have been added to the must-attend list, including Northeastern University's Roux Institute, which teamed up with the Maine Technology Institute for a new event series, "Breakthrough Maine."

Other upcoming business events in Portland include "Eggs & Issues: Seriously, Another Hotel?!" on Oct. 16, hosted by the Portland Regional Chamber, Maine Community Bank's 2025 LaunchPad Live Event on Oct. 21 and the "13th Annual Gateway Cities Innovation Summit" on Oct. 28.

And don't forget the 2025 Mainebiz 40 Under 40 celebration on Nov. 6. 

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