Advisers facing the risks and rewards of the ‘great wealth transfer’
Released Thursday, 2nd May 2024
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Advisers facing the risks and rewards of the ‘great wealth transfer’
Advisers facing the risks and rewards of the ‘great wealth transfer’
Thursday, 2nd May 2024
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Anna Howard, senior vice president and head of Private Wealth Management at LPL Financial, warns that advisers who do not create meaningful connections with both spouses and younger generations risk significant loses from their client lists and assets under management. She also discusses LPL’s new Private Wealth Management practice and its aspirations. (05/2024)
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