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Westport Advisor Michael Gold on the Exit Wave Reshaping Wealth Management
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Westport Advisor Michael Gold on the Exit Wave Reshaping Wealth Management
Baby boomers own an estimated 12 million privately held businesses in the United States. The SBA projects that 10 million of those businesses will transfer ownership by 2030, carrying an estimated $10 trillion in assets. For the wealth management industry, that number is not a background statistic. It is a defining pressure point. And few advisors have positioned their […] The post Westport Advisor Michael Gold on the Exit Wave Reshaping Wealth …
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