Advisors who want to position themselves for growth should set their sights on the next generation of investors who are poised to inherit unprecedented wealth from their Boomer parents, according to a new guidebook released Wednesday by Pershing LLC, a BNY Mellon company.
Advisors “will most certainly lose assets in the future” unless they “act promptly to claim their share of this much smaller client pool,” the company warns in the press release.
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