Growing Revenue by Keeping Assets

Subject Matter Expert, Business Development Officer - Sandra Ottinger

Live webinar recorded on February 13, 2024

By 2045, approximately $72.6 trillion will be transferred by Baby Boomers to the next generations. A 2023 Cerulli Associates study tells us more than 70% of heirs are likely to change financial advisors after inheriting their parents' wealth. We also know these heirs likely have opinions about how to invest their assets and philanthropy that are different from their parents'.

Is your organization ready to serve the next generation of wealth? This session discussed what top asset managers and trust organizations do to retain beneficiaries’ assets.