Advisors look to engage next generation of affluent
April 29, 2014 by Warren S. Hersch
More than four in 10 financial services providers to the affluent seek to develop relationships with clients’ children at the start of a planning engagement, new research reveals.
Cerulli Associates published this finding in “High-Net-Worth and Ultra-High-Net-Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management.”
The research indicates that 40.9 percent of high-net-worth (HNW) providers “seek to involve future generations from the outset of the client relationships.”
Originally Posted at LifeHealthPro on April 28, 2014 by Warren S. Hersch.
Categories: Industry Articles
