Over the next 20 years, $72 trillion in assets will change hands from Baby Boomer to thier heirs. The Bank of New York, established in 1784 under the stewardship of Alexander Hamilton, knows a thing or two about how to accomplish that task. As the nation’s oldest bank (and the first company listed on the NYSE), it has continually adapted, generation to generation. Catherine Keating, Global Head of BNY Wealth, joins the podcast to reflect on BNY’s 240th anniversary and the trends driving wealth management today.

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