Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs (opens in new tab)

A major focus in financial planning circles is the "Great Wealth Transfer" expected to unfold over the coming years, as members of the large Baby Boomer generation pass along their wealth to heirs. For financial advisors, this offers an opportunity to support existing clients through estate planning advice, but also creates a risk of losingRead More... The post Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs first appear...