US EditionKeep It in the Family – Advisers Urged to Engage the Next Generation
This story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.2 Articles
2 Articles
Keep It in the Family – Advisers Encouraged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning. Speaking at June’s 2025 MDRT Annual Conference in Miami, the Co-Founder and MD of Canada-based Financial Literacy Council, said advisers often miss the reality that their business is vulnerable to client mortality. “Once a client dies, the wealth they advis…
Keep It in the Family – Advisers Urged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning. Speaking at June’s 2025 MDRT Annual Conference in Miami, the Co-Founder and MD of Canada-based Financial Literacy Council, said advisers often miss the reality that their business is vulnerable to client […]
Coverage Details
Bias Distribution
- There is no tracked Bias information for the sources covering this story.
Factuality
To view factuality data please Upgrade to Premium
