Browsing Tag
Great Wealth Transfer
2 posts
How Advisors Can Prepare for the $124T Wealth Transfer
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to build on their practice
Great Wealth Transfer an ‘Existential Threat’ to Advisors?
Natixis 2024 Survey of Financial Professionals finds 41% say generational wealth transfer poses a threat to their business