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There's a Difference Between Investing and Gambling, Says CIO of $100+ Billion RIA

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Trillions will soon be passed down from the aging baby boomer population to younger generations and financial professionals need to start preparing today, says Saumen Chattopadhyay, Chief Investment Officer at OneDigital, which manages more than $100 billion. He looks at different generations' investment preferences, shares two key factors that will be key to a successful transfer of wealth, and explains ways to avoid the #1 mistake often made.

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