2026年8月30日 9:29 ET 发布 · 更新于 2 个月前 · 1 个来源
Financial advisors must proactively engage the next generation and spouses to protect assets during wealth transfer
Youtube
·
原始报道
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.
原文