Will they hike or won’t they? Find out how to cut through interest-rate noise. Build better fixed-income portfolios that meet client needs for potential income, stability, flexibility, and more.Download An Insider’s Guide to Bond Opportunities now.
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. However, studies forecast an attrition rate of more than 50% in intergenerational transfers of wealth because surviving spouses and the younger generation of heirs don’t necessarily want to work with the same financial advisor.How can advisors avoid this attrition, and even better, capitalize on this looming wealth transfer, turning it into an opportunity?The white paper suggests actual implementable solutions to the wealth transfer problem, leading to more personalized counseling for clients, and the potential for added assets for advisors.