Bridging the Generational Advisor Gap With Behavioral Assessments
A major threat to advisory firms is not market volatility. It is losing the next generation before the wealth transfer even begins. A recent Financial Advisor Magazine article, entitled “Majority Of Advisors Lack Relationships With Clients’ Children, Survey Says,” highlighted data from the InspereX 2025 Advisor Pulse Outlook showing that 57% of advisors do not […]