Survey: Advisers are missing out on future clients

06/12/2013 | Reuters

During the next 30 years, $30 trillion will pass to younger generations, but a majority of financial advisers don't ask to be the planner for clients' children, according to a survey by Pershing. Only a third of advisers have talked about finances with clients' adult children, the survey found.

View Full Article in:

Reuters

Published in Briefs: