Money20/20 US

By combining new technology, empathy, and an evolved view of our expertise, the financial services industry has an unprecedented opportunity to serve much wider segments of society. No matter where someone sits on the economic ladder, we can help people “think big” and feel a greater sense of potential, security, control, self-worth, and dignity. Wealth is a concept that applies beyond just the traditionally “wealthy.” At its best, our industry serves the needs of all people – from those establishing $1,000 in emergency savings to those investing millions in the capital markets. However, to achieve this goal, we must first help people understand the relationship between their wealth and their well-being.