Updated March 20, 2025, at 2:03 PM
The Great Wealth Transfer is underway.
This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now.
By 2045, an estimated $84 trillion will be changing hands, but that’s not the only number financial professionals should be concerned with. Up to 80% of heirs are predicted to fire their parents’ or grandparents’ financial professionals.