Published Aug 30, 2026, 9:29 AM ET · Updated 2 months ago · 1 source
Financial advisors must proactively engage the next generation and spouses to protect assets during wealth transfer
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Original Report
The financial advisory industry is undergoing an evolution, requiring advisors to offer diverse services through a team model and provide more holistic advice, proactively engaging the next generation and spouses to protect assets during wealth transfer, as a significant gap exists between advisor perceptions and client needs, particularly for women.