What happens to your clients' wealth once they pass it on? Will you still remain the advisor of choice for the assets you’ve worked so hard to manage?
30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years is a revealing research study on the money already in motion across generations. It highlights the risks—and opportunities—facing advisors as wealth passes to clients' spouses and children. It addresses such issues as: