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