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.
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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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