2026年8月30日 9:29 ET 发布 · 更新于 2 个月前 · 1 个来源
Financial advisors risk losing inheritors due to generational disconnect
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原始报道
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.
原文