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The Wealth Transfer Is a Retention Event You're Already Losing
September 09, 2026 at 08:13 PM
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What You Need To Know
- More than $120 trillion in wealth is projected to be transferred over the next 25 years.
- Among investors who expect to receive an inheritance, one study finds, only 27% plan to maintain the advisor who managed it.
- Eight in 10 inheritors plan to switch firms within one to two years of receiving their inheritance, according to another study.
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