The great wealth transfer is coming, putting advisers at risk

Post on July 13, 2015


Only 20% of advisers are targeting younger family members of their clients, according to a survey in February by Corporate Insight.

For some, it’s too much work to invest time developing relationships with a client’s family, given how diluted assets can become as they are passed from one generation to the next, said Silviya Simeonova, an analyst at Corporate Insight

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