By Meg Cipperly
Over the next 30 years, $30 trillion in wealth will transfer from Baby Boomers to Gen X and Millennial heirs. In November, 2018, Competiscan conducted a survey with our financial advisor panelists addressing this topic. The following report outlines advisor sentiment around The Great Wealth Transfer as well as sample marketing materials.
All content within the report is extracted from actual direct marketing brand communications observed within the marketplace.
Competiscan clients can view the report here.
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