Best practices for keeping next-generation clients from taking off

Kirby Rosplock, CEO and founder at Tamarind Learning, sits down with InvestmentNews anchor Gregg Greenberg to discuss how to navigate wealth transitions, and how advisors can keep next-generation clients in-house.
  • Mar 31, 2026

Kirby Rosplock, CEO and founder at Tamarind Learning, sits down with InvestmentNews anchor Gregg Greenberg to discuss how to navigate wealth transitions, and how advisors can keep next-generation clients in-house.

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