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Younger inheritors are driving major change in financial services. Discover how their new demands could reshape the advice and options available to you.
The financial world’s changing of the guard isn’t just happening in corner offices, it’s happening inside wealth management firms, where younger inheritors are showing longtime family advisors the door. New research from Capgemini’s World Wealth Report reveals that 81% of millennials and Gen Zers expecting significant inheritances plan to replace their parents’ financial advisors.
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