RAB Research Archive

What the coming $68 trillion Great Wealth Transfer means for financial advisors



For financial advisors, the transfer of wealth from baby boomers to heirs over the next two decades is a bit like climate change: The consequences may eventually be huge, but it’s easy to ignore the issue in the short-term.

Source: CNBC



View or Download: https://www.cnbc.com/2019/10/21/what-the-68-trillion-great-wealth-transfer-means-for-advisors.html

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