Great Wealth Transfer

Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

Photo by Getty Images via Unsplash

The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

2 min read

Photo by Jacob Wackerhausen via Unsplash

Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read

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