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  • Tahn Sharpe

‘Great Wealth Transfer’ to reach $124 trillion, putting adviser relationships at a premium

The first thing advisers need to remember, Cerulli notes, is that almost half the intergenerational transfer won’t event be intergenerational, it will be horizontal or intra-generational because it will be passed on to spouses.
Tahn Sharpe | 16th Dec 2024 | More