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Referred to as "The Great Wealth Transfer" an unprecedented $68 trillion1 is expected to pass from aging baby boomers to their heirs over the next 25 years, according to a Cerulli Associates report.
Are you prepared for the rapidly changing market?
Read our whitepaper to find out how you can position your business for future success by meeting the needs of younger investors, and attracting and retaining families for generations.
¹Osterland, A. (2019). What the coming $68 trillion Great Wealth Transfer means for financial advisors. CNBC.
Retrieved from https://www.cnbc.com/2019/10/21/what-the-68-trillion-great-wealth-transfer-means-for-advisors.html
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