MyVest CEO Anton Honikman was interviewed live on the floor of the New York Stock Exchange by online news network Cheddar, dubbed “the CNBC of the Internet” by Wired.
Highlights from Anton’s interview:
“Over the next 15 years millennial investors will become beneficiaries of a massive intergenerational transfer of wealth. Current providers have not fully geared up for that.”
“The investment side of equation will be increasingly commoditized, and it’s giving way more to the financial advice side of the equation.”
“Changes to tax legislation reveal how many degrees of freedom advisors or portfolio managers may have to to shield their clients from taxes in their portfolios. That’s an opportunity that’s really untapped in the financial advice industry.”
Watch the full interview below:
Download our eBook to learn about how industry trends (including millennial investors) are impacting your wealth management organization.
![Advisory Firms Work to Scale Rep-as-PM Programs [FundFire]](https://myvest.com/wp-content/uploads/FundFire-Interview.jpg)
![Why Direct Indexing Isn’t Yet Taking Over the Investing Universe [Financial Advisor]](https://myvest.com/wp-content/uploads/FA_magazine-e1678729635277.png)