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Advisors Often Fail to Provide Multigenerational Planning

Friday, May 09 2014

News Roundup

Written by PFA News

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Only 35% of respondents to a recent Pershing survey say their financial advisor provides planning services that will assist in transferring wealth across generations. So reports ThinkAdvisor.

Pershing notes that approximately $12 trillion in assets are currently being transferred and another $30 trillion are likely to be transferred by mid century.

Read the full article from ThinkAdvisor.

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