2026年8月30日 17:21 ET 发布 · 更新于 2 个月前 · 1 个来源
Financial advisors face significant risk and opportunity from intergenerational wealth transfer
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原始报道
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.
原文