Published Aug 30, 2026, 9:29 AM ET · Updated 2 months ago · 1 source
Financial advisors risk losing inheritors due to generational disconnect
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Original Report
Only 19% of inheritors intend to remain with their parents' financial advisors, indicating a significant risk for advisors who fail to adapt to the expectations and priorities of the new generation, particularly millennials and women, who often feel misunderstood by traditional approaches.