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Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli
News January 22, 2025 at 03:27 PM
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What You Need To Know
- Eighty-one percent of wealth transferred will come from baby boomers or older generations.
- Nine out of 10 high-net-worth practices say that clients’ partners are at least involved in the financial planning process.
- Women are much likelier to prefer that advisors lead with financial planning and other strategies rather than with investments.
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