Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance 41:21
The Master Investor Podcast with Wilfred Frost
Democratising Investing: Charles Schwab CEO Rick Wurster on the Future of Finance
A structural shift in retail demographics, evidenced by the average Schwab client age dropping from the 50s to the 40s, is set to accelerate a massive intergenerational wealth transfer that will pivot $12 trillion in AUM toward higher-risk assets and alternative classes like spot crypto and private equity.
Apr 2, 2026