Life & Health Advisor - Wealth Transfer and Generational Planning: Driving Growth for Advisors and Their ClientsLaurence Greenberg, President, Jefferson National
In an article published by LIFE&Health Advisor, Laurence Greenberg, President of Jefferson National, examines how the transfer of wealth between generations has become a defining issue for the financial services industry. In the coming years, RIAs and fee-based advisors will need to prepare for an inevitable shift that will significantly impact how they manage their practice and counsel their clients. This massive intergenerational transfer of wealth is starting now—and is on pace to accelerate over the next three decades. Any advisor who is building their practice for the long-term must take action.