An intergenerational wealth transfer is already reshaping the financial landscape - and wealth managers should be prepared. Over the next 10 to 20 years, trillions in financial and non-financial assets are expected to pass from boomers to their heirs.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.