For RIA Firms, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: The consequences may eventually be huge, but it’s easy to ignore the issue in the short-term....
Continue Reading
Over the next quarter century, some $70 trillion in assets is expected to pass from one generation to the next—the largest wealth transfer in U.S. history. It’s an event spurring a new wave of innovation at independent RIA firms....