Comment & Analysis
Few heirs keep their parents’ wealth advisors — most wealthy benefactors don’t mind
Over the next 25 years, more than $120 trillion in wealth will be passed down to inheritors, according to Cerulli Associates. Only 27% of these future beneficiaries — primarily widows and children — plan to keep their benefactor’s wealth advisor, per Cerulli’s survey of investors with at least $250,000 in…
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Click here to read the full story: CNBC