Published Aug 30, 2026, 5:21 PM ET · Updated 2 months ago · 1 source
Financial advisors face significant risk and opportunity from intergenerational wealth transfer
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Original Report
Over $100 trillion is estimated to be transferred to new generations in the next 25 years, creating a tremendous opportunity for financial advisors; however, only 19% of inheritors intend to retain their parents' financial advisors, highlighting a significant risk and the need for advisors to adapt.