Displaying 5 results
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
More clients making wealth transfer plans a family affair
Edward Jones research gives an advisor-eye view of shifting trends in wealth transfer conversations and clients’ planning priorities.
RIAs face their greatest challenge: The transfer of wealth
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
To win business with clients’ kids, advisors really have to try
Most of the time, children don't hire their parents' advisors, but some are more open to it than others.
What clients want you to know about transferring wealth to their heirs
Raymond James poll reveals the priorities of handling intergenerational wealth transfers.
