Updated Tuesday, March 31, 2015 as of 6:08 PM ET

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Attracting Younger Generation Clients

Lorie Konish

With the transfer of wealth from baby boomers to the younger generations already underway, financial advisors need to adjust or risk getting left behind.

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Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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