Advisors Miss Big Market Under Their Noses: Children Who Inherit Client’s Estate

May 15, 2019 by Emily Zulz

With more than $60 trillion in assets poised to pass between generations during the next 25 years, it has never been more important for advisors to connect with their clients’ heirs.

And yet, new research from global research and consulting firm Cerulli Associates finds that only 13% of affluent investors report that they choose to work with the same advisor whom their parents used.

Of the remaining 87% of investors who report not using their parents’ advisor, 88% of them indicate that they had never even considered doing so.

Click HERE to read the full story via ThinkAdvisor.

Originally Posted at ThinkAdvisor on May 10, 2019 by Emily Zulz.