Updated Monday, July 28, 2014 as of 12:14 AM ET
Practice - Practice Management
Sudden Wealth: Ensure That Today's Windfall Lasts
On Wall Street
Monday, May 12, 2014
Partner Insights

Financial advisors can help suddenly-wealthy clients ensure that today’s windfall lasts longer than tomorrow – but doing so requires more than financial acumen. Clients also need help understanding the life transition that they are making.

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