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Keyword: Wealth transfer

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inequality between people

Financial assets are concentrated among the few

  • By: IE Staff
  • September 1, 2021 September 1, 2021
  • 13:19
distributing wealth

Boomers are using permanent life insurance to leave a multigenerational legacy

extended family walking on beach

GlobalData predicts US$2.4 trillion will move firms

young people

Demographic changes will dramatically alter advisory practices

man with laptop computer on sailboat

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

moving wealth with a group of trees shaped as pie chart financial graphs

Richardson GMP’s new focus is on intergenerational wealth transfer

extended family walking on beach

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

emale hand watering young plant with stack coin

Demand for sustainable investments will only grow as generational wealth transfer approaches

moving wealth with a group of trees shaped as pie chart financial graphs

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

keyboard with hot key for estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition